Focus on the family side of legacy by explicitly stating your intentions, purpose, and long-term objectives. Listen to Rachel Gil, Director of Family Governance at Cresset, as she provides guidance on harmonizing your family values across successive generations.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $235 billion in assets under management and advisement (as of 10/31/2025). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
https://cressetcapital.com/disclosures/