Cresset Capital https://cressetcapital.com/entrepreneurs-dm/
black sky with plane

Liquidity & Exit Planning

Streamline Your Path

TALK TO OUR FOUNDER

CEO Founders & Entrepreneurs

You face unique planning challenges.

$
0
B

Assets Under Management¹

0

True Fiduciary® Standards¹

0
+

Liquidity Planning Events¹

Blue Black Hexagons

Top Ten Tips Before Selling Your Business

REQUEST NOW

Path to Financial Freedom

Plan your business exit to align with your goals.

tax minimization strategies

  • Pre-Transaction Planning: Business advisory and critical steps to help prepare you, your family, and your business for a successful exit.
  • Exit Strategies: Tax and estate planning strategies for your liquidity event, business exit, initial public offering, acquisition, and succession planning.
  • Tax Efficient Portfolios: Personalized wealth management, charitable planning, and asset allocation for your specific wealth objectives, risk tolerance, and future plans.

CASH FLOW STRATEGIES

  • Paycheck Replacement: Create cash flow regardless of market, economic, or interest rate cycle.
  • Disruptive Innovations: Consider private investments and industries that are likely to grow exponentially.
  • Diversification: Your portfolio is key to creating an income stream that sustains financial independence.

Family Office for Entrepreneurs

Bringing together the resources you need.

Umbrella icon

PREPARE
Today for your
financial independence.

Lightbulb Icon

PLAN
Your next venture
and create your legacy.

Globe Icon

STREAMLINE
Your time
and enjoy your lifestyle.

investment planning sunset

Access TO DIRECT PRIVATE Investments

  • Private Markets
  • Tax-Efficient Investments
  • Real Estate
  • Qualified Opportunity Zones
  • Private Capital & Credit
  • Private Equity Secondaries
  • Curated Fund Vehicles

TALK WITH A FOUNDER