Cresset
@cressetcapital.com
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: https://cressetcapital.com/disclosures/
Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/disclosures/
AI is transforming the M&A landscape by accelerating deal sourcing, enhancing due diligence, and sharpening post-transaction insights while elevating the role of human judgment.
Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.
Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.
AI in Action
AI has moved well beyond the experimental stage and is now a practical tool that helps in the landscape of mergers and acquisitions.
cressetcapital.com
December 17, 2025 at 3:10 PM
AI is transforming the M&A landscape by accelerating deal sourcing, enhancing due diligence, and sharpening post-transaction insights while elevating the role of human judgment.
Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.
Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.
In a world where politics and religion can cause tension among family members, it can be challenging to find a way to disagree without dividing.
Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.
Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.
How Families Can Disagree Without Dividing
Discover how families can overcome political tensions in their philanthropy through guided dialogue and shared purpose.
cressetcapital.com
December 10, 2025 at 4:14 PM
In a world where politics and religion can cause tension among family members, it can be challenging to find a way to disagree without dividing.
Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.
Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.
We are thrilled to welcome Michael Ellington, Zach Gardner, Danique van der Velden, and their team to Cresset!
Read more: cressetcapital.com/articles/new...
Read more: cressetcapital.com/articles/new...
Cresset Expands Presence in Houston
Cresset is expanding its Houston office with the addition of a wealth advisory team led by Michael Ellington, Zach Gardner, and Danique van der Velden.
cressetcapital.com
December 2, 2025 at 3:47 PM
We are thrilled to welcome Michael Ellington, Zach Gardner, Danique van der Velden, and their team to Cresset!
Read more: cressetcapital.com/articles/new...
Read more: cressetcapital.com/articles/new...
We are thrilled to welcome Jamie Gilbert, Jean Wright, Max Ripans and their team to Cresset!
Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole.
Read more: cressetcapital.com/articles/new...
Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole.
Read more: cressetcapital.com/articles/new...
Cresset Welcomes New Advisory Team with $1.8 Billion in AUM
Formerly with Goldman Sachs, this team oversaw more than $1.8 billion in assets under management in their former roles.
cressetcapital.com
November 18, 2025 at 5:21 PM
We are thrilled to welcome Jamie Gilbert, Jean Wright, Max Ripans and their team to Cresset!
Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole.
Read more: cressetcapital.com/articles/new...
Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole.
Read more: cressetcapital.com/articles/new...
What makes a great partnership? According to Grady Durham, Founder of Monticello Associates, the decision to join Cresset was all about cultural alignment.
Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.
Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.
Building for the Future: A Conversation with Monticello Associates Founder Grady Durham
Grady Durham, Founder of Monticello Associates, reveals why Cresset was the ideal partner and how their collaboration enhances both firms.
cressetcapital.com
November 12, 2025 at 3:37 PM
What makes a great partnership? According to Grady Durham, Founder of Monticello Associates, the decision to join Cresset was all about cultural alignment.
Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.
Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.
Navigating financing is complex, but a Business Lending Advisor can simplify it.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
What to Know: Working with a Business Lending Advisor
As a business owner, your time is precious. You're focused on growing your company — developing new products, customers, and more.
cressetcapital.com
October 29, 2025 at 2:49 PM
Navigating financing is complex, but a Business Lending Advisor can simplify it.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
In today’s financial advisory landscape, more advisors are stepping away from traditional structures and choosing independence through the Registered Investment Adviser (RIA) model.
We explore what it really means to be an independent RIA and why more advisors are making this move every year.
We explore what it really means to be an independent RIA and why more advisors are making this move every year.
What Is an Independent RIA?
In this article, we’ll break down the fundamentals of independent RIAs and why they may be the right fit for both advisors and clients.
cressetcapital.com
October 22, 2025 at 2:14 PM
In today’s financial advisory landscape, more advisors are stepping away from traditional structures and choosing independence through the Registered Investment Adviser (RIA) model.
We explore what it really means to be an independent RIA and why more advisors are making this move every year.
We explore what it really means to be an independent RIA and why more advisors are making this move every year.
Congratulations to Cresset Co-Founder Eric Becker on the publication day of his new book, "The Long Game!"
The book is now available at your favorite bookseller.
Learn more: cressetcapital.com/resources/lo...
The book is now available at your favorite bookseller.
Learn more: cressetcapital.com/resources/lo...
October 14, 2025 at 1:34 PM
Congratulations to Cresset Co-Founder Eric Becker on the publication day of his new book, "The Long Game!"
The book is now available at your favorite bookseller.
Learn more: cressetcapital.com/resources/lo...
The book is now available at your favorite bookseller.
Learn more: cressetcapital.com/resources/lo...
Turning 18 is a significant milestone in your child’s life.
Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.
Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.
7 Steps to Prepare for Your Child’s 18th Birthday
Plan now. There are a number of tasks and documents that can help you prepare for your child’s 18th birthday.
cressetcapital.com
October 8, 2025 at 2:05 PM
Turning 18 is a significant milestone in your child’s life.
Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.
Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.
Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security.
Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets
As our loved ones age, their cognitive abilities often start to decline. The issue is only expected to expand as the population grows older.
cressetcapital.com
October 1, 2025 at 2:03 PM
Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security.
Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
A top cybersecurity threat facing high-net-worth families is business email compromise, a sophisticated scam in which attackers manipulate email systems to trick individuals into transferring funds or revealing confidential information.
Read more on how to identify and prevent this.
Read more on how to identify and prevent this.
How to Protect Your Wealth from Business Email Compromise
It’s crucial to implement proactive measures to protect your wealth & privacy against BEC attacks. Read on for examples & prevention tips.
cressetcapital.com
September 24, 2025 at 3:47 PM
A top cybersecurity threat facing high-net-worth families is business email compromise, a sophisticated scam in which attackers manipulate email systems to trick individuals into transferring funds or revealing confidential information.
Read more on how to identify and prevent this.
Read more on how to identify and prevent this.
Cresset was founded with the vision of becoming a 100-year firm, a legacy Co-Founder Eric Becker instilled from the start. In his new book, "The Long Game", he shares lessons from 100+ companies on building enduring success. Available Oct. 14.
Learn more: cressetcapital.com/resources/lo...
Learn more: cressetcapital.com/resources/lo...
September 18, 2025 at 1:22 PM
Cresset was founded with the vision of becoming a 100-year firm, a legacy Co-Founder Eric Becker instilled from the start. In his new book, "The Long Game", he shares lessons from 100+ companies on building enduring success. Available Oct. 14.
Learn more: cressetcapital.com/resources/lo...
Learn more: cressetcapital.com/resources/lo...
Disagreement within a family isn’t a sign of dysfunction. However, how families navigate disagreement can either build trust or slowly erode it.
Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.
Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.
Disagreeing Well: A Skill for Generational Stewardship
The art of "disagreeing well" is a foundational competency for long-term family unity and effective governance.
cressetcapital.com
August 27, 2025 at 2:11 PM
Disagreement within a family isn’t a sign of dysfunction. However, how families navigate disagreement can either build trust or slowly erode it.
Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.
Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.
Thinking about flying private?
Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.
Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.
Private Aviation: What You Need to Know Before Flying Private
cressetcapital.com
August 20, 2025 at 2:40 PM
Thinking about flying private?
Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.
Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.
As interest in private lending has increased dramatically in recent years, there is much that investors and advisors new to the asset class need to know.
Our latest article breaks it all down and provides advice on how to evaluate private lenders.
Our latest article breaks it all down and provides advice on how to evaluate private lenders.
The Expansion of Private Lending
www.cressetcapital.com
cressetcapital.com
August 13, 2025 at 6:18 PM
As interest in private lending has increased dramatically in recent years, there is much that investors and advisors new to the asset class need to know.
Our latest article breaks it all down and provides advice on how to evaluate private lenders.
Our latest article breaks it all down and provides advice on how to evaluate private lenders.
When it comes to sustaining wealth across generations, numbers alone don’t tell the whole story.
Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.
Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.
Why Values-Driven Culture is the Cornerstone for Thriving Families
For families of significant wealth, one of the most powerful predictors of successful wealth transfer across generations isn’t found on a balance sheet.
cressetcapital.com
August 6, 2025 at 2:42 PM
When it comes to sustaining wealth across generations, numbers alone don’t tell the whole story.
Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.
Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.
The expectations that successful families have of their wealth managers have evolved dramatically in recent years.
In our latest article, Dagny Maidman shares how she and her team are addressing the complex needs of multi-generational families, both today and for generations to come.
In our latest article, Dagny Maidman shares how she and her team are addressing the complex needs of multi-generational families, both today and for generations to come.
What Successful Families Today Expect from Their Wealth Advisors
When Dagny Maidman and her team joined Cresset, they weren’t just looking for a new home—they were looking for the right one.
cressetcapital.com
July 30, 2025 at 1:49 PM
The expectations that successful families have of their wealth managers have evolved dramatically in recent years.
In our latest article, Dagny Maidman shares how she and her team are addressing the complex needs of multi-generational families, both today and for generations to come.
In our latest article, Dagny Maidman shares how she and her team are addressing the complex needs of multi-generational families, both today and for generations to come.
Prenups, when done well, can be thoughtful, equitable agreements that safeguard the assets and best interests of everyone involved. Yet, many couples still shy away from broaching the topic, let alone implementing an actual agreement.
Learn more in our latest article.
Learn more in our latest article.
Prenups, the Second (or Third) Time Around
Prenups, when done well, can be thoughtful, equitable agreements that safeguard the assets and best interests of everyone involved.
cressetcapital.com
July 23, 2025 at 2:34 PM
Prenups, when done well, can be thoughtful, equitable agreements that safeguard the assets and best interests of everyone involved. Yet, many couples still shy away from broaching the topic, let alone implementing an actual agreement.
Learn more in our latest article.
Learn more in our latest article.
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.
There’s a lot to consider: valuation, timing, communication, transition management, cultural impact, and tax strategies.
Read more about navigating this complex process.
6 Things You Need to Know Before Selling a Business I Cresset
Here are the six most common things business owners should know before exiting and selling a business, including the right team at your side.
cressetcapital.com
July 16, 2025 at 2:12 PM
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.
There’s a lot to consider: valuation, timing, communication, transition management, cultural impact, and tax strategies.
Read more about navigating this complex process.
Customized watercraft insurance is essential for protecting families with complex assets.
Read more on how incorporating a vessel into a broader wealth strategy can strengthen asset protection, improve tax efficiency, and support succession planning.
Read more on how incorporating a vessel into a broader wealth strategy can strengthen asset protection, improve tax efficiency, and support succession planning.
Smooth Sailing: Navigating Watercraft Insurance
Just as you would protect your home, your business, or a meaningful investment, your watercraft deserves the same thoughtful attention.
cressetcapital.com
June 26, 2025 at 2:16 PM
Customized watercraft insurance is essential for protecting families with complex assets.
Read more on how incorporating a vessel into a broader wealth strategy can strengthen asset protection, improve tax efficiency, and support succession planning.
Read more on how incorporating a vessel into a broader wealth strategy can strengthen asset protection, improve tax efficiency, and support succession planning.
Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security. Cresset's Michelle Chapin outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets
As our loved ones age, their cognitive abilities often start to decline. The issue is only expected to expand as the population grows older.
cressetcapital.com
June 10, 2025 at 3:19 PM
Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security. Cresset's Michelle Chapin outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.
Think tax-loss harvesting is only something you do at year end?
Think again.
In our latest article, Cresset Wealth Advisor Michael Bruno details why tax-loss harvesting should be a year-round strategy, not just a year-end exercise.
Think again.
In our latest article, Cresset Wealth Advisor Michael Bruno details why tax-loss harvesting should be a year-round strategy, not just a year-end exercise.
A Smarter Way to Harvest Tax Losses Year-Round
Many families work with wealth managers to harvest tax losses year-round. By doing so, those losses translate into tax benefits.
cressetcapital.com
May 28, 2025 at 2:47 PM
Think tax-loss harvesting is only something you do at year end?
Think again.
In our latest article, Cresset Wealth Advisor Michael Bruno details why tax-loss harvesting should be a year-round strategy, not just a year-end exercise.
Think again.
In our latest article, Cresset Wealth Advisor Michael Bruno details why tax-loss harvesting should be a year-round strategy, not just a year-end exercise.
Navigating financing is complex, but a Business Lending Advisor can simplify it.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
What to Know: Working with a Business Lending Advisor
As a business owner, your time is precious. You're focused on growing your company — developing new products, customers, and more.
cressetcapital.com
May 14, 2025 at 2:22 PM
Navigating financing is complex, but a Business Lending Advisor can simplify it.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.
The tax benefits of the current lifetime gift exemption are undeniable, but the psychological pressure to act quickly can lead to rushed decisions.
Cresset’s Family Governance team urge you to pause and consider your family values and the long-term impact of wealth transfers on future generations.
Cresset’s Family Governance team urge you to pause and consider your family values and the long-term impact of wealth transfers on future generations.
The Expiring Exemption: Meaningful Wealth Transfer for Families
Current lifetime gift and estate exemptions are set to expire at the end of 2025, leaving parents struggling with to gift or not to gift?
cressetcapital.com
April 30, 2025 at 3:09 PM
The tax benefits of the current lifetime gift exemption are undeniable, but the psychological pressure to act quickly can lead to rushed decisions.
Cresset’s Family Governance team urge you to pause and consider your family values and the long-term impact of wealth transfers on future generations.
Cresset’s Family Governance team urge you to pause and consider your family values and the long-term impact of wealth transfers on future generations.
At Cresset, our True Fiduciary® Standards exist to help ensure you receive transparent advice focused on asset protection, growth, and helping you achieve the legacy you desire.
Read about what it means to uphold genuine fiduciary standards and why it matters when selecting a financial advisor.
Read about what it means to uphold genuine fiduciary standards and why it matters when selecting a financial advisor.
What We Mean by True Fiduciary® Standards and Why It Matters
Cresset Asset Management is committed to our True Fiduciary® and Transparency Standards™, 10 standards we hold to ensure your...
cressetcapital.com
April 23, 2025 at 6:25 PM
At Cresset, our True Fiduciary® Standards exist to help ensure you receive transparent advice focused on asset protection, growth, and helping you achieve the legacy you desire.
Read about what it means to uphold genuine fiduciary standards and why it matters when selecting a financial advisor.
Read about what it means to uphold genuine fiduciary standards and why it matters when selecting a financial advisor.