Cresset Family Office

United States of America

Multi-family office

Employees
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™.

Contact

About Cresset Family Office

Structure

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
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.

External links

https://cressetcapital.com/

In the media

Simple solutions for complex times.

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