Cresset Asset Management
VC / PE / Family office · Chicago · United States
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Profile
Cresset Asset Management is a wealth management firm headquartered in Chicago, Illinois. Founded by Eric Becker and Avy Stein, the firm offers a wide range of financial services tailored to entrepreneurs and ultra-high-net-worth families. Cresset has a team of experienced professionals and multiple offices across the United States, including locations in New York City, San Francisco, and Houston. They are known for their personalized approach to wealth management and comprehensive financial planning services. Cresset focuses on sectors such as financial services, wealth management, and investment advisory. They manage over $260 billion in assets under management and advisement. Their services include customized financial planning, private investments, tax strategies, and family governance, serving both national and international clients. They utilize a family office structure to offer holistic services that are adaptable to the unique needs of each client. Notable aspects of their service include offering tailored investment strategies, philanthropic planning, and trust services. Their commitment to client-centric solutions and legacy protection positions them as a reliable partner for long-term wealth planning.
联系人 (2)
| 姓名 | Title | 电话 | ||
|---|---|---|---|---|
| Founder and Co-Chairman | — | — | — | |
| Founder and Co-Chairman | — | — | — |
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