Family Offices in Denver

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.

Jolimont Global is an investment firm specializing in high-growth mining equipment, technology, and services (METS) companies. The firm focuses on identifying and supporting emerging technologies and innovative ideas within the mining sector, aiming to enhance productivity, reduce costs, and promote environmental sustainability. Their investment strategy encompasses various stages, from early-stage venture capital to growth and late-stage rounds, with typical deal sizes ranging between $15 million and $20 million.Founded in 2003 as Jolimont Capital by Lex McArthur and Charles Gillies, the firm later became Jolimont Global Mining Systems. In September 2019, Jolimont Global Mining Systems Pty Ltd was acquired by Resource Capital Funds (RCF), a prominent private equity investor in the metals and mining sector. Following the acquisition, the principals of Jolimont Global Mining Systems now manage the RCF Innovation team, overseeing funds such as RCF Jolimont Mining Innovation Fund II, which continues the focus on mining innovation.Jolimont Global, through its various iterations and its current integration with Resource Capital Funds, has a track record of investing in companies that bring transformative solutions to the mining industry. Notable investments include SciAps, a manufacturer of high-performance handheld instrumentation, and Rail-Veyor Technologies Global Inc., an autonomous materials handling specialist. The firm's portfolio companies often contribute to key industry trends such as electrification, automation, and decarbonization in mining operations.The firm's leadership, including founders like Charles Gillies and Lex McArthur, brings extensive commercial experience in mining, technology, private equity, and finance. This deep industry expertise allows Jolimont Global to provide not only capital but also strategic guidance and capabilities to its portfolio companies, accelerating the commercialization of new technologies globally. The team actively scans and evaluates mining technology products and services from around the world, maintaining relationships with leading research institutions and universities.