Cresset Family Office
United States of America
Multi-family office
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Employees
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200+
Cresset is a multi-family office founded by private equity investors Eric Becker and Avy Stein, who realised the limitations of existing wealth management approaches when managing their own family wealth. With over $30 billion+ in assets, Cresset offers a new wealth management experience, providing sophisticated advice and access to an ecosystem of direct private investments. As a client and employee-owned firm, Cresset is committed to putting their clients’ interests first, with their True Fiduciary® and Transparency Standards™.
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Board of directors
Eric Becker
Avy Stein
Jack Ablin, CFA®
Doug Regan
David W. Karp
Jessica Malkin
Adwoa Mograbi
Justin Berman
Charlie Maxwell, CFP®
David Fisher
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Executive Committee
Eric Becker
Avy Stein
Jack Ablin, CFA®
Doug Regan
David W. Karp
Jessica Malkin
Adwoa Mograbi
Justin Berman
Charlie Maxwell, CFP®
David Fisher
What sets Cresset Family Office apart
Cresset sets itself apart by offering a centralised approach to private wealth management, with a focus on creating cohesiveness across key foundational areas. This includes differentiated strategies for tax-efficient portfolios, proactive solutions to minimise capital gains and tax exposure, a custom roadmap process for sophisticated wealth planning, access to curated private market opportunities, and more. Cresset also provides private banking services and family governance and education to guide wealth decisions across generations.
- https://cressetcapital.com/
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