Family Offices in Oklahoma

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.

HL Investments is a single-family office established in 2009 as the outside investment arm of the Green family, founders of Hobby Lobby. The firm's approach is straightforward, focusing on concentrated investments with best-in-class managers. Their primary investment areas include private equity and real estate, with a broader portfolio spanning various asset classes. The firm is committed to stewarding its investments in a manner consistent with Biblical principles, with the goal of using ongoing profits to fund ministry investments.The history of HL Investments is rooted in the entrepreneurial journey of David and Barbara Green. In 1970, they began making miniature picture frames from their home with a $600 loan, which led to the opening of a 300-square-foot store in Oklahoma City and the birth of Hobby Lobby. Over the decades, Hobby Lobby grew into the largest privately owned arts-and-crafts retailer globally. HL Investments was later formed to manage the family's investments beyond the core retail business.The firm manages a global investment portfolio, overseeing significant assets across multiple asset classes. Key team members include Scott McLain, Chief Investment Officer, and Derek Green, Managing Director, who are responsible for the oversight and deployment of the firm's private investment portfolio. The team also includes professionals in finance, operations, and investment analysis, all contributing to the firm's commitment to building strong relationships with partners and investing deeply.

Snead & Stoffel Global Family Office (SSGFO) is an independent, family-owned investment and advisory firm established in 2012. The firm operates as a single family office, dedicated to investing in individuals, innovative concepts, and organizations that aim to generate both local and global impact. SSGFO's core mission revolves around assisting clients in building, managing, and preserving their wealth across multiple generations, offering comprehensive family office services and tailored investment guidance. They also provide innovative programs designed to offer forward-thinking solutions to their clients.The firm strategically focuses its investments across four primary sectors: Energy, AgTech, Technology, and Finance. In the Energy sector, SSGFO targets mineral rights in oil and gas, working interest investments, and alternative energy technologies. Their AgTech investments concentrate on agricultural technology, including livestock identification and tracking, data science applications, and software development. Within the Technology sector, the firm explores opportunities in Virtual and Augmented Reality, IoT, Cloud Infrastructure, Software as a Service (SaaS), Apps, Blockchain, Machine Learning, and Artificial Intelligence. For the Finance sector, SSGFO primarily targets Angel and Venture Capital investments, with additional focus on FinTech, Cryptocurrency, Algo Trading, Hedge Funds, and Securities. The firm has a history of investing in startups, Series A rounds, and established entities, and also utilizes multi-manager portfolios encompassing trend following, volatility, and market-neutral strategies.The leadership team includes Summer Stoffel, Chief Strategy Officer, who is also the Founder and CEO of Equicore, an international IT company specializing in AgTech and Data Science. Sterling Snead serves as the Chief Planning Specialist, bringing expertise as a Data Scientist and Investor. Sterling is also the principal of Snead & Stoffel Global Family Office and the founder and CEO of The Self Research Institute. The firm's origins are rooted in a family business focused on data science, initially within the energy sector, which later expanded into agriculture. This background underscores their deep understanding and application of data science across various industries.SSGFO's portfolio includes investments in companies such as Trakal, which was recognized on Bloomberg's List of Best Spirits of 2020. Other notable investments, as reported by PitchBook, include Amelia's (Restaurants and Bars), Enerlex, Silver Creek International, and Sustainable Market. The firm emphasizes active ownership and partnership with management teams, providing strategic guidance, operational insights, and industry expertise to enhance the value of their portfolio companies.