Cresset of Chicago

Cresset of Chicago is a Financial Planner in Chicago, IL. The firm provides private wealth management and family office services to entrepreneurs, CEO founders, ultra-high-net-worth families, athletes, entertainers, and multi-generational business owners. It offers holistic financial planning, private investments, tax and estate strategies, trust services, exit planning, and banking support. Cresset operates as a client- and employee-owned multi-family office guided by True Fiduciary Standards. It holds a rating of 4.50 based on customer reviews. The firm was founded by Eric Becker and Avy Stein to create a scaled platform integrating private markets, family office services, and fiduciary accountability. Leadership emphasizes a holistic approach supporting clients from business inception through exit planning, aiming to optimize both wealth and life. The team provides access to institutional-quality private investments and customizes strategies for complex financial needs. Services include liquidity and exit planning for founders, bespoke investment portfolios, tax mitigation advisory, and risk management. Cresset also serves professional athletes, entertainers, and executives through specialized sports and entertainment wealth management, offering financial literacy support and guidance tailored to unique lifestyle needs. The firm’s leadership team includes founders, co-chairmen, and executive managing directors who combine deep experience with creative strategies. Cresset has been recognized by Barron’s and Forbes among the nation’s top advisory firms, with multiple advisors earning rankings in Barron’s Top 100 Independent Financial Advisors and Top 100 Women Financial Advisors. The firm also operates a South Dakota Chartered Public Trust Company for trust management and administration. In 2024, it acquired The Connable Office, a Michigan chartered trust bank, to serve multi-generational families with high-touch service. Cresset is headquartered in Chicago with 19 offices nationwide. Cresset of Chicago stands among the strongest financial planning firms locally, backed by a 4.50 rating from customers and recognition as a top advisory firm by Barron’s and Forbes. The firm’s client- and employee-owned structure and True Fiduciary Standards align its interests with those of entrepreneurs, families, and athletes seeking comprehensive wealth management. Cresset of Chicago delivers specialized wealth management and family office solutions for high-net-worth individuals and entrepreneurs in Chicago, combining institutional resources with personalized fiduciary care.

The firm is situated on West Lake Street near the intersection with North Canal Street. It is located less than a tenth of a mile from Riverpoint park and the Museum of Broadcast Communications.

BizScoreAI awarded the website a perfect Content Quality score of 100 out of 100, ensuring the site answers customer questions clearly so AI assistants can quote it directly. The Technical score of 94 out of 100 reflects a secure and indexable website that search engines can read without errors. BizScoreAI also ranked the business number 1 of 23 Financial Planner businesses in Chicago.