Cresset Capital
Cresset Capital is an independent, award-winning multi-family office and private investment firm headquartered in Chicago. The firm serves the sophisticated financial needs of entrepreneurs, CEO founders, wealth creators, executives, and high-net-worth and multi-generational families, providing deeply personalized wealth management and investment advisory services. Cresset delivers comprehensive family office solutions tailored to long-term financial goals, including holistic wealth planning, investment management, risk mitigation, tax-aware strategies, and legacy planning. With more than $50 billion in assets under management and advisement, Cresset Capital has established a strong reputation for disciplined investment stewardship and high-touch client service. The firm is widely recognized for its excellence in the wealth management industry and is frequently featured among the top Registered Investment Advisor firms in rankings by Barron’s, Forbes, and other leading financial publications.
ABOUT CRESSET CAPITAL
Cresset Capital is an independent multi-family office and private wealth management firm founded in 2017 by experienced entrepreneurs and investors Avy Stein and Eric Becker.
Headquartered in Chicago, Cresset was built to serve the complex needs of entrepreneurs, founders, executives, and multi-generational families through a modern, client-first approach to wealth management.
Since its founding, Cresset has earned industry recognition for its innovative and integrated model, combining institutional-quality investing with comprehensive family office services.
The firm has been named among Barron’s Best Multi-Family Offices and has been featured in leading financial publications including Forbes, The Wall Street Journal, and Bloomberg.
SERVICES & INVESTMENT SOLUTIONS
Wealth Management & Financial Planning – Cresset delivers highly personalized wealth management and financial planning, including comprehensive financial planning, retirement and liquidity planning, tax-aware investment strategies, estate and legacy planning, and philanthropic and charitable giving solutions.
Investment Management Solutions – Through Cresset Asset Management, an SEC-registered investment advisor, the firm offers institutional-grade investment strategies tailored to individual objectives.
Private Investments & Alternative Assets – Cresset's offerings include private equity, venture capital, private credit and structured lending, real estate investments, and select co-investment opportunities designed to enhance portfolio diversification and return potential.
Family Office Services – Cresset’s comprehensive family office platform extends beyond portfolio management to address complex personal and financial needs. Services include trust and fiduciary coordination, family governance and financial education, and multi-generational wealth transfer planning.
Entrepreneur & Executive Advisory – For founders and senior executives, Cresset offers specialized advisory services focused on concentrated wealth management, including stock option and equity compensation planning, pre- and post-liquidity event strategy, business succession and exit planning, and risk management for concentrated asset positions.