Cresset is an independent, award-winning multi-family office and private wealth management firm with a national presence. Founded by private equity entrepreneurs Avy Stein and Eric Becker, Cresset offers individuals and families access to a comprehensive suite of services, including personalized wealth planning, investment management, trust and estate services, philanthropic advising, and family office services. They emphasize a client-first, fiduciary approach, striving to provide unbiased advice and access to unique investment opportunities, often those previously accessible only to institutional investors. Cresset is known for its commitment to transparency, innovation, and building long-term partnerships with its clients.
Serves as the primary operational and strategic hub for Cresset's nationwide activities, including executive leadership, core business functions, and client service coordination.
Located in a modern office building in downtown Chicago, offering state-of-the-art facilities for employees and client meetings. The space is designed to foster collaboration and innovation.
Cresset's headquarters likely fosters a dynamic, entrepreneurial, and client-centric work culture. Emphasis is placed on expertise, integrity, teamwork, and a commitment to delivering exceptional wealth management solutions.
The Chicago headquarters anchors Cresset in a major financial and business center, facilitating access to talent, resources, and a sophisticated client base. It reflects the firm's strong Midwestern roots and national ambitions.
While Cresset's physical offices are primarily located within the United States, the firm supports clients with international interests and global financial needs. This includes advising on cross-border investments, international estate planning considerations, and accessing global market opportunities through its extensive network and sophisticated investment platform. Their services are designed for globally-minded individuals and families.
444 W Lake St, Suite 2100
Chicago
Illinois
USA
Address: One Maritime Plaza, Suite 1725, San Francisco, CA 94111
Serves as a critical hub for Cresset's West Coast operations, catering to entrepreneurs, executives, and families with complex financial needs.
Address: 1900 Reston Metro Plaza, Suite 650, Reston, VA 20190
Supports clients in the Mid-Atlantic region, focusing on individuals and families seeking sophisticated financial planning and investment strategies.
Address: 575 Fifth Avenue, Floor 15, New York, NY 10017
Strengthens Cresset's East Coast footprint, offering tailored wealth management solutions in a major global hub of finance and commerce.
Address: 1700 Lincoln Street, Suite 2050, Denver, CO 80203
Expands Cresset's reach in the Mountain West, serving successful individuals, families, and business owners.
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As of April 2025, Cresset Group' leadership includes:
Cresset Group has been backed by several prominent investors over the years, including:
Cresset has continued to strengthen its leadership team, notably with strategic appointments enhancing its family office services and overall strategic direction. Key movements reflect the firm's commitment to growth and expertise.
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Cresset commonly uses the email format of [first initial][last name]@cressetcapital.com. This is a prevalent structure within the company for employee communication.
[firstinitial][lastname]@cressetcapital.com
Format
jdoe@cressetcapital.com
Example
90%
Success rate
PR Newswire • April 4, 2024
Cresset announced its ranking as #5 on the prestigious Forbes/SHOOK Research Top RIA Firms list for 2024. This recognition highlights Cresset's continued growth and commitment to providing exceptional wealth management services....more
Business Wire • February 29, 2024
Cresset has been recognized by Barron's as one of the Top 100 Registered Investment Advisor (RIA) Firms in the U.S. for the fourth year in a row, underscoring its consistent performance and client-focused approach....more
Business Wire • December 5, 2023
Private Asset Management (PAM) Magazine awarded Cresset the title of Best Multi-Family Office (Over $15B). This accolade acknowledges Cresset's excellence in serving affluent families with comprehensive wealth solutions....more
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