Family Governance & Education
We guide families to use wealth with intention—strengthening relationships, deepening purpose, and navigating life’s transitions with clarity and confidence.
Family Governance Services & Support
Bringing Intention to What Matters Most.
Values
& Purpose
Clarifying the “why” behind wealth helps families move from intention to action, anchoring decisions in shared values and long-term purpose.
Family Dynamics
& Relationships
Coaching and facilitation to encourage open communication, navigate conflict, build trust, and strengthen relationships inside and outside of the family.
Rising Generation Education
Providing all family members with the knowledge, skills, and confidence to navigate the stewardship of the family wealth and values.
Family
Governance
Supporting your family in creating clear decision-making structures, communication frameworks, and shared values to help navigate life’s transitions.
Philanthropy
& Impact
Guiding your family in shaping its charitable vision, structuring giving strategies, and making philanthropy more effective and meaningful.
Values
& Purpose
Clarifying the “why” behind wealth helps families move from intention to action, anchoring decisions in shared values and long-term purpose.
Family Dynamics
& Relationships
Coaching and facilitation to encourage open communication, navigate conflict, build trust, and strengthen relationships inside and outside of the family.
Rising Generation Education
Providing all family members with the knowledge, skills, and confidence to navigate the stewardship of the family wealth and values.
Values
& Purpose
Clarifying the “why” behind wealth helps families move from intention to action, anchoring decisions in shared values and long-term purpose.
Family Dynamics
& Relationships
Coaching and facilitation to encourage open communication, navigate conflict, build trust, and strengthen relationships inside and outside of the family.
Rising Generation Education
Providing all family members with the knowledge, skills, and confidence to navigate the stewardship of the family wealth and values.
Family
Governance
Supporting your family in creating clear decision-making structures, communication frameworks, and shared values to help navigate life’s transitions.
Family
Governance
Supporting your family in creating clear decision-making structures, communication frameworks, and shared values to help navigate life’s transitions.
Philanthropy
& Impact
Guiding your family in shaping its charitable vision, structuring giving strategies, and making philanthropy more effective and meaningful.
Philanthropy
& Impact
Guiding your family in shaping its charitable vision, structuring giving strategies, and making philanthropy more effective and meaningful.
How We Work With Families
We support families through customized engagements that include family meetings, coaching, educational workshops, and multi-gen retreats.
Family Compass
Our signature discovery process gathers voices through 1:1 interviews to reveal strengths, surface opportunities, and guide clear, purposeful next steps.
Facilitating Family Meetings
Intentional family meetings can act as an important touchpoint to build trust, inform and educate, make shared decisions, and bring family culture to life.
Coaching
We help individuals and families reframe how they think about wealth—simplifying complexity, easing anxiety, and building confidence to move forward on priority decisions.
Virtual & In-Person Education
We provide customized education experiences, virtual or in person, focused on finance, leadership, and career growth, combining structured learning with curated readings and real-world applications.
Family Office Support
We coach and equip family office leaders to implement governance, education, and engagement initiatives—or serve as an outsourced partner integrating these functions seamlessly into the existing family office.
Curated Resources & Networks
We connect families through curated networks, peer programs, and self-led resources—reducing isolation and strengthening connection, learning, and shared values across generations.
Expected Outcomes
Harmony & Collaboration
Clear and human-focused governance frameworks, defined family culture, and effective family meetings.
Empowered Rising Gen
Education tracks, mentorship, and practice with real decision-making.
Smoother Transitions
Family transparency coaching, business sale readiness, trust distribution policies, and philanthropic roadmaps.
Reduced Anxiety & Conflict
Clear roles, transparent reporting, and conflict resolution protocols.
Our Family Governance & Education Team
Our team is a mix of facilitators and financial educators with backgrounds in coaching, philanthropy, education, and family therapy. We work together to consistently bring creativity, sustainability, and best-in-class delivery while maintaining our availability to serve our clients’ most pressing needs, both proactively and as they arise.
Why Families Choose Cresset
These testimonials are provided by clients of Cresset. The individuals providing the testimonials did not receive any form of compensation. There are no material conflicts.
Meet With Our Team
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Empower Your Family with an Ethical Will
An ethical will is a personal expression of your beliefs and hopes, passing down values and stories. Co-Founder Eric Becker’s own experience reveals its lasting impact across generations.
Empowering the Rising Gen
Cresset’s Launch Generation empowers teens with financial literacy, leadership, and entrepreneurial skills through immersive learning, mentorship, and actionable skills—building confidence, adaptability, and lifelong networks.
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Frequently Asked Questions
How and when do I talk to my kids about money?
Start early, be intentional, and treat money like any other important topic, worthy of regular, thoughtful conversation. Focus first on your own intentions and values, then normalize discussions around money by weaving them into everyday decisions. Wait to share specific numbers until your children have the context to understand them, but don’t avoid the conversation entirely, silence can lead to confusion, anxiety, or mistrust.
Cresset offers coaching, education, and facilitated family conversations to help you navigate these moments with clarity and confidence.
How can I financially support my kids without making them entitled?
Supporting your children financially doesn’t have to undermine their drive or character—if done with structure, empathy, and open communication. Encourage them to explore passions, set expectations around commitment, and create opportunities for them to have “skin in the game.” Talk openly about boundaries, delayed gratification, and the responsibilities that come with wealth.
We help families create developmentally appropriate plans, educational experiences, and shared values that support responsible and purposeful wealth transfer.
How might the sale of my business impact my family?
A liquidity event can significantly shift family dynamics, emotionally, relationally, and financially. Without thoughtful communication, it may lead to confusion, anxiety, or even conflict. However, when handled proactively, it can also be an opportunity to reconnect, share values, and co-create a vision for the future.
We support families through these transitions with education, facilitated dialogue, and risk-aware planning to help ensure alignment and long-term success.
I want my family to engage in giving back, but how do I get started?
Begin by clarifying your family’s values and what causes matter most to you. From there, consider the ideal giving vehicle—such as a donor-advised fund or private foundation—and start small if needed. Involving family members early, especially the rising generation, can deepen engagement and build a culture of shared purpose.
Cresset offers customized philanthropy services, including strategic planning, foundation support, facilitated board meetings, and educational programs to help families give back with impact.
What types of governance and family policies should I consider for my Family Office?
Effective family governance includes a structure for shared decision-making, open communication, and proactive succession planning. Common elements include family meetings, constitutions, councils, and clear policies around topics like employment, distributions, and charitable giving. These frameworks provide clarity, minimize conflict, and empower families to work together across generations.
We partner with families to design and implement governance structures that reflect their values, support transitions, and ensure long-term sustainability.