Family Offices in Connecticut

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Rockefeller Capital Management is a leading independent financial advisory firm that provides a comprehensive suite of services to ultra- and high-net-worth individuals, families, institutions, and corporations. The firm operates through three primary divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. These divisions offer tailored solutions encompassing wealth management, strategic advisory, and asset management, aiming to preserve and grow client assets across generations.The firm, Rockefeller Capital Management, was established in 2018, building upon a rich legacy that dates back to 1882 with the founding of the original Rockefeller family office by John D. Rockefeller. This deep-rooted history provides a foundation of traditional family office values, which the firm integrates with a forward-looking approach to financial services. Greg Fleming serves as the President and CEO, and the firm's ownership includes Viking Global Investors, Mousse Partners, Progeny 3, Abrams Capital, the Rockefeller family, and the Desmarais Family.Rockefeller Capital Management engages in various investment activities, including providing general advisory services for companies such as GigaIO, ROXi, ETFMG, and Putnam Investments. The firm also makes investments in companies like LeapXpert, KOHO, CleanSpark, Equinox Gold Corp., Red Cat Holdings, ServiceTitan Inc., DRDGOLD Limited, and Avery Dennison Corporation. Rockefeller Asset Management, a division of the firm, has also launched ESG-driven investment funds and indices, demonstrating a commitment to environmental, social, and governance factors in its investment strategies.The firm prides itself on its experienced and talented team, which includes seasoned executives and a diverse group of managing directors. This leadership team is dedicated to client success, fostering a culture of collaboration and entrepreneurism to attract top talent. Their expertise spans across various financial disciplines, enabling the firm to deliver innovative solutions and strategic insights to its diverse client base.

Soros Fund Management is a global asset manager and family office that serves as the principal asset manager for the Open Society Foundations. With a permanent capital base and over 50 years of experience, the firm invests across a broad spectrum of asset classes and strategies. Its approach is characterized by disciplined capital allocation, strategic investing, and a commitment to generating high-quality returns through smart risk-taking and an unconstrained mandate. The firm manages capital internally and also partners with external investors to identify and capitalize on opportunities globally.Founded in 1970 by George Soros, the firm has a long history of success, initially operating as a hedge fund before transitioning to a family office in 2011. This transition allowed the firm to manage investments primarily for the Soros family and the Open Society Foundations, avoiding certain regulatory requirements. George Soros, a Hungarian-born investor, established the firm after working at Arnhold and S. Bleichroeder, and it quickly grew into one of the most successful investment firms globally.Soros Fund Management invests in a diverse range of sectors and asset classes, including public and private equity and credit, fixed income, foreign exchange, and alternative assets. The firm has shown a particular interest in areas such as clean energy transition, combating economic inequalities, and promoting democratic practices, reflecting its commitment to impact investing. Notable investments and areas of focus include financial services (Ualá, New York Digital Investment Group), technology and AI (CoreWeave), media (Vice Media, Audacy), green mobility (Rivian Automotive), and energy (Zap Energy).The firm's leadership includes George Soros as its founder and Dawn Fitzpatrick as the Chief Executive Officer and Chief Investment Officer. Soros Fund Management emphasizes a culture of collaboration, transparency, and continuous growth, empowering its approximately 200 employees to work across teams and engage directly with senior leadership. This collaborative environment, combined with deep industry expertise, enables the firm to build conviction and act decisively, often taking large, concentrated positions when opportunities arise.