Family Governance

Your Values, Your Legacy

Cresset strives to safeguard your most valuable asset, your family.

Our team has deep experience in working with families to develop customized solutions to fortify meaningful connections, foster independence, empower the next generation, and prepare loved ones to manage wealth.

Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.

We provide direct support to families across a variety of areas, including but not limited to:

Facilitation of Family Meetings
Philanthropic & Impact Advisory
Next Generation Education
Career Coaching
Financial Literacy
Peer Events and Networks

Wealth Decisions For Generations

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.