Cresset

Cresset is an independent multi-family office and private investment firm that provides comprehensive wealth management services to high-net-worth individuals and families. Founded in 2017 by Eric Becker and Avy Stein, the firm offers a range of services including investment advisory, estate and tax planning, and private investment opportunities. As of 2025, Cresset manages approximately $235 billion in assets under management and advisement, reflecting its significant growth and expansion in the wealth management sector.

The firm's investment strategy is diversified across multiple asset classes, including private equity, real estate, venture capital, hedge funds, fixed income, commodities, crypto, infrastructure, ESG and impact investing, distressed and special situations, and collectibles & art. Cresset engages in investments at various stages, from seed and early-stage funding to growth, late-stage, pre-IPO, buyouts, turnarounds, and distressed situations. This broad approach allows the firm to tailor its investment strategies to meet the unique needs and objectives of its clients.

Cresset's geographical focus is primarily within the United States, serving clients across the nation. The firm has a diverse portfolio spanning numerous industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media and entertainment, retail, manufacturing, telecommunications, transportation, education, hospitality, agriculture, and pharmaceuticals. This extensive industry coverage enables Cresset to leverage its expertise and resources to identify and capitalize on investment opportunities that align with its clients' goals and values.

Cresset's commitment to excellence is evident in its strategic partnerships and mergers, including the acquisition of CH Investment Partners in 2024, which managed $6.2 billion in assets at the time of acquisition. This move expanded Cresset's capabilities and reinforced its position as a leading multi-family office in the wealth management industry. The firm's dedication to providing personalized, client-first services has earned it recognition from industry leaders and clients alike, solidifying its reputation as a trusted advisor in the financial sector.