Cresset Capital Management, LLC

Cresset is an independent multi-family office and private wealth management firm headquartered in Chicago, Illinois. Founded in 2017 by entrepreneurs Eric Becker and Avy Stein, its core mission is to reinvent wealth management by providing comprehensive advisory services and direct access to private investments for ultra-high-net-worth individuals, families, entrepreneurs, and founders.

The firm offers a broad suite of services, including holistic financial planning, investment advisory, tax and estate strategy, and family governance. Cresset specializes in managing both public and private investments, providing clients with access to diverse private market opportunities such as real estate, private capital, and private equity secondaries, alongside customized investment portfolios and tax-efficient strategies.

As of April 15, 2026, Cresset reported over $250 billion in assets under management and advisement. In a notable leadership transition in March 2026, Susie Cranston was appointed CEO, succeeding co-founders Avy Stein and Eric Becker, who moved to executive co-chair roles. The firm is privately held, client- and employee-owned, and has been recognized by Barron's and Forbes among the nation's top Registered Investment Advisor (RIA) firms.