Cresset

Cresset is a firm built by clients, for clients. Our approach is personalized, entrepreneurial, and client-first.

Cresset is an award-winning*, independent, multi-family office, and private investment firm with the goal to reinvent the way people experience wealth.

*Disclosures related to awards, recognitions, and rankings: cressetcapital.com/disclosures/ As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help

ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top multi-family offices* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.

*Disclosures related to awards, recognitions, and rankings available here: https://cressetcapital.com/about/rankings-and-awards/

*Cresset was recognized in Barron’s Top 100 RIA Firms. Each year’s rankings awarded by Barron’s in September and determined using proprietary algorithms based on data covering July of prior year through June of award year.

*Cresset was recognized in Forbes Top RIA Firms. Each year’s rankings awarded by Forbes in October based on data covering April of prior year through March of award year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research.

**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/

05/26/2026

What does it take to build something that truly lasts?

That is the question at the heart of "The Long Game Podcast," a new series from Cresset hosted by Eric Becker.

Through conversations with founders, CEOs, investors, and multi-generational leaders, the podcast explores stewardship, succession, culture, resilience, and the long-term decisions that shape enduring organizations

Subscribe and listen now.

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-long-game-with-eric-becker/id1896628025
Spotify: https://open.spotify.com/show/033g1SCSMkQQXnNfn2SQV9
Cresset YouTube channel: https://www.youtube.com/playlist?list=PLhZTXRm5h2cFDeIgIgMxd5xQWCocco1WT
Cresset website: https://cressetcapital.com/podcasts/entrepreneurs/?utm_source=facebook&utm_medium=social&utm_campaign=cam_fo_aw_tlgpod-launchday_facebook_social_all_none

https://youtu.be/dHsHoX8F0us?si=RPdQZPHWXmcBpIs_

There are more than 30 million businesses in the United States alone. Within ten years, nearly 70% will disappear, and in a century, fewer than half of one p...

05/20/2026

As e-bikes grow in popularity, so do liability risks.

In our latest article, Liz Garfien of Cresset's Insurance Advisory team explains how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

Read more:

Learn how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

04/29/2026

With most estate plans, wealth transfer typically flows “downstream,” going from the parents or grandparents to the younger generations. But there is an interesting concept known as “upstream planning” that flips that concept on its head, and which may offer in significant tax benefits for the right families.

In our latest article, Cresset Managing Director Anne Novak explores this lesser-known strategy:

Discover upstream planning, a strategy that shifts assets to older generations to secure a step-up in basis and reduce future tax exposure.

04/08/2026

Tax season is a timely reminder that preparation extends beyond annual filings. For entrepreneurs, structuring your estate ahead of a business sale can help preserve wealth and support long-term transfer goals.

Read more about the strategic considerations that can help shape outcomes well before a liquidity event:

An estate plan is the necessary foundation before selling your business as you begin the pre-transaction planning process. Prepare early.

04/01/2026

Thinking about selling your business?

There’s a lot to consider: valuation, timing, communication, transition management, cultural impact, and tax strategies.

Read more about navigating this complex process:

Here are the six most common things business owners should know before exiting and selling a business, including the right team at your side.

03/25/2026

For high-net-worth families, selecting the right partner to help manage and navigate risk is a decision with lasting implications.

Our latest guide outlines five essential criteria to consider when evaluating a multi-family office.

Read more:

Choosing a multi-family office? Discover five essential factors high-net-worth families should evaluate, from services and expertise to cultural fit.

03/19/2026

We are thrilled to welcome Mark Thompson to Cresset as Executive Managing Director of Institutional Consulting.

Read more:

As Executive Managing Director, Mark Thompson’s focus will be to lead Cresset’s OCIO business and strategy,

03/10/2026

Congratulations to Susie Cranston on her appointment as CEO of Cresset, effective April 15.

Susie will continue to lead the firm alongside Co-Founders Avy Stein and Eric Becker, reinforcing continuity and Cresset’s long-term vision of building an enduring multi-family office serving families across generations.

Read more:

Cresset, today announced that Susie Cranston will assume the role of Chief Executive Officer effective April 15, 2026

03/03/2026

We are pleased to announce that MeMe McNairy-Glenn has stepped into the role of Managing Director, National Strategic Growth.

Read more:

MeMe McNairy-Glenn will help guide Cresset’s national expansion by welcoming families of wealth and exceptional advisory teams into the firm.

02/26/2026

We are thrilled to welcome Heather Pelant to Cresset!

With more than 25 years of experience in investment advisory and financial strategy, Heather has overseen $2B in assets in her previous role. She embodies Cresset’s client-first mentality through her work and is motivated to serving UHNW women, founders, inheritors, and entrepreneurs with thoughtful, strategic guidance.

Read more:

SAN FRANCISCO – Feb. 26, 2026 – Cresset announced today that Heather Pelant has joined the firm as Managing Director, Wealth Advisor. She will advise ultra-high-net-worth families nationally as part of Cresset’s integrated multi-family office.

Address

444 W Lake Street, Suite 4700
Chicago, IL
60606

Website

https://cressetcapital.com/

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