Family Offices in Alabama

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.

Featheringill Capital is an operator-led investment firm that focuses on acquiring high-quality businesses with a passion for enhancing their value and fostering long-term growth. The firm distinguishes itself from typical equity firms by investing its own capital and dedicating significant time and resources to a select number of companies, rather than managing a wide portfolio. They prioritize building lasting legacies for the companies they acquire, emphasizing fairness, equity, and respect for business owners and their employees. Featheringill Capital seeks to be a value-added partner, applying expertise to improve efficiencies, streamline processes, and expand production within its portfolio companies.The firm was founded in 2018, drawing inspiration from the legacy of Bill Featheringill, a prominent Birmingham, Alabama native and serial entrepreneur. Bill Featheringill co-founded Private Capital Corporation in 1973, specializing in private investment in small companies, and successfully founded, led, and exited several businesses including Complete Health, MACCESS, SuccessEHS, and Momentum Telecom. Featheringill Capital continues this tradition by focusing on majority recapitalization investments in established businesses with revenues between $10 million and $100 million, EBITDA between $0 and $15 million, and equity investments ranging from $10 million to $75 million. They explicitly state that they are not interested in early-stage/venture, minority equity, or debt investments.Featheringill Capital's investment strategy targets companies primarily in North America, with a focus on industries such as Enterprise Software & Technology, Financial Technology, Business & Industrial Services, and Healthcare Technology & Services. Their portfolio includes companies like Divorce.com, Experlogix, InvestEdge, Aphix Software, It's Over Easy, Xpertdoc, and CompleteCase. The firm has also demonstrated a track record of successful exits, including InvestEdge in February 2026 and Xpertdoc, which was acquired.The team at Featheringill Capital comprises experienced operators and partners, including Managing Partners Liz Pharo and Bill Fox, Partner Elizabeth Stewart, Operating Partner Tina Graham, and a dedicated M&A team. Their collective expertise spans various operational and financial roles, enabling them to actively work with the companies they acquire. The firm operates with core values centered on integrity, understanding, accountability, and an ego-free approach, aiming to create shared success for all stakeholders involved.

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.