Family Governance

Family on beach during sunset

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
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