Cresset

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/

Cresset is thrilled to share that we have been named to CNBC's first-ever Elite Advisor list.
06/22/2026

Cresset is thrilled to share that we have been named to CNBC's first-ever Elite Advisor list.

Cresset is pleased to welcome Lucas Huizar as Executive Managing Director, General Counsel. Lucas brings more than 20 ye...
06/16/2026

Cresset is pleased to welcome Lucas Huizar as Executive Managing Director, General Counsel.

Lucas brings more than 20 years of experience advising boards and executive teams at high-growth fintech and technology companies. He will be based out of Cresset’s San Francisco office and will join the firm’s Management Committee.

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Lucas is a senior legal executive with 20 plus years of experience advising boards and executive teams at high-growth fintech and technology companies.

We are pleased to welcome Mark Tremblay to Cresset as Executive Managing Director, Head of Family Office Services.Mark b...
06/08/2026

We are pleased to welcome Mark Tremblay to Cresset as Executive Managing Director, Head of Family Office Services.

Mark brings more than three decades of leadership experience advising ultra-high-net-worth families and single-family offices, with deep expertise across fiduciary, tax, trust, and estate services. He is based in Cresset’s New York office.

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Mark brings more than 20 years of leadership experience with significant experience in investments, operations, and client service delivery.

We are pleased to welcome Ali Bathgate Hild to Cresset. Based in Denver, she brings extensive experience advising entre...
06/04/2026

We are pleased to welcome Ali Bathgate Hild to Cresset.

Based in Denver, she brings extensive experience advising entrepreneurs and business owners, particularly those approaching a sale, and has previously overseen approximately $1 billion in assets under advisement.

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Hild brings extensive experience advising entrepreneurs and business owners on wealth planning, investing, lending, and trust services.

Cresset is pleased to welcome Mark Ostroff as Managing Director, Wealth Advisor. Based in New York, Mark will advise ult...
06/02/2026

Cresset is pleased to welcome Mark Ostroff as Managing Director, Wealth Advisor.

Based in New York, Mark will advise ultra-high-net-worth individuals, family offices, entrepreneurs, and business owners, delivering integrated wealth management and facilitating access to select private market opportunities.

Mark has established a 35-year career cultivating the advisory relationships with ultra-high-net-worth individuals, family offices, and entrepeneurs.

What does it take to build something that truly lasts?That is the question at the heart of "The Long Game Podcast," a ne...
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...

As e-bikes grow in popularity, so do liability risks. In our latest article, Liz Garfien of Cresset's Insurance Advisory...
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.

With most estate plans, wealth transfer typically flows “downstream,” going from the parents or grandparents to the youn...
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.

Tax season is a timely reminder that preparation extends beyond annual filings. For entrepreneurs, structuring your esta...
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.

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444 W Lake Street, Suite 4700
Chicago, IL
60606

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