Cresset Asset Management

Cresset Capital Management, founded by private equity entrepreneurs Eric Becker and Avy Stein, is dedicated to reinventing wealth management for individuals and families. With over $9.5 billion in assets under management, Cresset provides a comprehensive suite of family office services, including personalized wealth and financial planning, investment advisory, estate and wealth transfer planning, trust services, and banking and lending solutions. The firm operates across six cities, offering clients efficient market access and differentiated financial strategies. Cresset's business model focuses on delivering deeply personalized services and direct access to private investments, catering to the unique needs of its clients. The firm generates revenue through its advisory services and management of client assets. Keywords: wealth management, family office, financial planning, investment advisory, estate planning, trust services, private investments, personalized services, market access, asset management.