Family Office · $235bn AUM
Cresset Family Office
Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value AddDevelopment, Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- $78.9B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Cresset Capital is an independent multi-family office and private wealth management firm founded by Eric Becker and Avy Stein. The firm specializes in serving ultra-high-net-worth families, entrepreneurs, executives, and private equity partners across the nation. With over $235 billion in assets under management, Cresset has been recognized as a top registered investment advisor by Barron’s and Forbes. The firm operates with a commitment to True Fiduciary® standards, emphasizing transparency and innovation in wealth management. Cresset offers a comprehensive range of wealth advisory and family office services tailored to complex financial needs. Their services include holistic financial planning, investment advisory with access to institutional-quality private investments, tax and estate strategies, and family office solutions. The firm focuses on personalized guidance to support enduring wealth creation and legacy protection. With over 20 office locations, Cresset prioritizes client interests and fosters long-term relationships, ensuring a cohesive approach to wealth management.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
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From $599/mo · 20% off annual
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