Family Offices in Nevada

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.

White Oak Enterprises is a professional family office and investment platform that manages the diversified portfolio of assets for the Bainum family. The firm prioritizes strategic initiatives across multiple verticals, including public investments, private equity, real estate, and climate impact. Their investment philosophy, rooted in over seven decades of family legacy, emphasizes patient capital and long-term value creation, aiming to empower individuals and build lasting, worthwhile investments and operating businesses. They also consider their impact on society, the environment, and communities.The Bainum family's legacy began in 1936 with Stewart Bainum, Sr., who, along with his son Stewart, Jr., built industry leaders in hospitality and healthcare, notably Manor Care and Choice Hotels International. The initial family office, Realty Investment Company, was formed in 1951. White Oak Enterprises, as the current unified entity, was formally established in 2023 by bringing together several family office entities and related companies. This consolidation was driven by a commitment from the second and third generations of the Bainum family to continue collaborative investing and philanthropy, extending their legacy of service and positive social impact.White Oak Enterprises maintains a significant ownership stake in Choice Hotels International, a global lodging franchisor. The firm's recent investment activities include participating in a $4 million Seed Round for Whale, a real estate fintech startup, and supporting SIMPLi, a brand focused on regenerative organic pantry staples. They also back MARS Energy Group, which expanded its integrated solar and roofing model through acquisitions. Additionally, White Oak Enterprises has a long-standing relationship investing alongside FJ Capital Management, which focuses on the U.S. financial services industry, particularly the community/regional banking sector.The team at White Oak Enterprises comprises a blend of third-generation Bainum family leaders and experienced independent executives. This structure combines the historical legacy of patient capital with a forward-looking vision for innovation. The family's deep roots in founding and scaling businesses in healthcare and hospitality, coupled with expertise in real estate development and investment, provide a strong foundation for their strategic approach. Key team members include Brian Bainum as Chairman and Patrick George as Chief Executive Officer, supported by a diverse group of professionals across various functions.