Cresset Family Office

Overview

Cresset is an independent multi-family office and private investment firm serving families and entrepreneurs. Its wealth management service combines investment management and financial planning, tailored to each client’s circumstances and investment goals.¹²

History

Cresset reports that Eric Becker and Avy Stein founded the firm in 2017. The firm says approximately 80% of Cresset is employee and client owned as of July 1, 2026.¹

Timeline

1. 2017Cresset reports that Eric Becker and Avy Stein founded the firm in 2017.
2. 2026The firm says approximately 80% of Cresset is employee and client owned as of July 1, 2026.

Leadership

Cresset identifies Eric Becker and Avy Stein as Founders and Co-Chairmen. Susie Cranston is Chief Executive Officer, and Doug Regan is Founding Partner and Co-Chairman.¹

The leadership team also includes Jack Ablin, Executive Managing Director, Vice Chairman and Founding Partner; Patrick Regan, Managing Director and Deputy CIO; Jessica Malkin, Executive Managing Director and Chief Growth Officer; Amy Hong, Executive Managing Director, Chief Operating Officer and Chief Compliance Officer; and Michael Costabile, Executive Managing Director and Chief Financial Officer.¹

Services

Cresset provides private wealth management, financial planning, investment advisory, tax strategy, estate and trust planning, and family office services.³

Its family office services include private investment opportunities, liquidity and exit planning, banking and lending guidance, insurance advisory, CFO support, family governance, philanthropy, lifestyle services, private aviation coordination, cybersecurity resources, and healthcare advocacy.⁴

Cresset’s private investment platform includes private markets, real estate, qualified opportunity zones, private equity secondaries, and curated fund vehicles.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments

Client focus

Cresset focuses on ultra-high-net-worth and multi-generational families, CEO founders, entrepreneurs, private equity and venture capital partners, professional athletes, entertainers, and women building wealth.⁴

Approach

Cresset’s stated purpose is to help clients optimize their wealth and align it with their vision of success. Its SEC filing states that its wealth management service brings together investment management and financial planning and can be adapted to each client’s circumstances and investment goals.²

Assets and ownership

Cresset reports more than $260 billion in assets under management and advisement as of October 1, 2026.¹

Registration

Cresset Asset Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission under CRD number 288566.²

FAQs

Related resources

• LocationMultifamily offices in Chicago

  This Chicago directory helps a family or business owner compare multifamily offices serving the region. It can provide context for evaluating services such as investment management, tax planning, administration, philanthropy, and family governance alongside Cresset's stated client focus.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A reader considering Cresset can use these materials to prepare questions about estate structures, family governance, tax planning, philanthropy, and how responsibilities may be coordinated across generations.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com provides a directory and playbooks for owners of family-run companies. The resource may help readers assess questions about succession, ownership, liquidity, risk, and business owner services when considering a multifamily office for both family and enterprise needs.

• GuideQuestions to ask a multifamily office

  This checklist outlines questions to ask before selecting a multifamily office. A prospective Cresset client can use it to discuss investment management, private and alternative investments, bill pay, insurance, family education, fees, communication, and the scope of ongoing support.

• Similar firmsCresset Wealth Advisors
  Aurelien Capital Partners
  Eastgate Capital Advisors LLC

  These profiles offer additional firms to review alongside Cresset: Cresset Wealth Advisors, Aurelien Capital Partners, and Eastgate Capital Advisors LLC. Comparing their stated services, client types, locations, and investment approaches can help a family or business owner organize follow-up questions before making contact.

Sources

1. Cresset About
2. SEC Form CRS, Cresset Asset Management, LLC, CRD 288566
3. Cresset
4. Cresset Family Office Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.