Cresset Wealth Advisors LLC

Overview

Cresset provides comprehensive wealth advisory, family office services, and direct private-investment access for individuals and families. Its platform combines investment management, financial planning, tax and estate strategy, trust services, family governance, philanthropy, lifestyle support, and liquidity planning.²

History

Eric Becker and Avy Stein founded Cresset Wealth Advisors in 2017.³

Leadership

Current leadership includes Eric Becker and Avy Stein, Founders and Co-Chairmen; Susie Cranston, Chief Executive Officer; Doug Regan, Founding Partner and Co-Chairman; Mike Silverman, Chief Investment Officer; and Mark Tremblay, Head of Family Office Services.⁴

Tremblay’s family-office remit includes wealth strategy, trust and estate planning, tax compliance, insurance management, philanthropy, family stewardship, financial reporting, bill pay, payroll, foundation operations, and concierge services.⁵

Services

Cresset offers public-market portfolios, private-market investments, real estate, qualified opportunity zones, private capital, private-equity secondaries, and curated fund vehicles.⁶

Its broader family-office offering supports investment management, financial planning, tax and estate strategy, trust services, family governance, philanthropy, lifestyle support, and liquidity planning.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client Focus

Cresset serves ultra-high-net-worth and multigenerational families, entrepreneurs, CEO founders, private-equity and venture-capital partners, professional athletes, entertainers, and women building wealth.²

Approach

Cresset describes its approach as client-first, personalized, and entrepreneurial, with an emphasis on long-term relationships and aligning wealth with each client’s vision of success.¹

The firm states that it is independent and client- and employee-owned. Its wealth-management disclosures describe fee-only advice, no commissions, transparent costs, independence from banks and broker-dealers, fiduciary standards, and comprehensive financial planning.¹⁶

Assets and Minimums

Cresset reports approximately $88 billion in assets under management and approximately $176 billion in assets under advisement, totaling more than $260 billion in AUM and AUA as of October 1, 2026.⁶

FAQs

Related resources

• LocationMultifamily offices in Chicago

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• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and estate planning. A family considering Cresset Wealth Advisors can use these materials to prepare questions about fiduciary services, tax planning, succession decisions, philanthropy, and how wealth arrangements may support family members across generations.

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• GuideMultifamily office fees

  This fee guide helps prospective clients understand common ways multifamily offices charge for advice and services. Reviewing fee structures before speaking with Cresset Wealth Advisors can clarify questions about investment management, financial planning, tax work, fiduciary services, administration, and fees connected with alternative or private investments.

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Sources

1. https://cressetcapital.com/about/
2. https://cressetcapital.com/family-office-services/
3. https://cressetcapital.com/articles/news/newly-formed-cresset-wealth-advisors-achieves-2b-aum-in-less-than-one-year/
4. https://cressetcapital.com/about/leadership-team/
5. https://cressetcapital.com/about/team/mark-tremblay/
6. https://cressetcapital.com/wealth-management/
7. https://cressetcapital.com/disclosures/
8. https://reports.adviserinfo.sec.gov/reports/ADV/108213/PDF/108213.pdf

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.