Family Governance

TALK TO OUR FOUNDER

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
We use cookies to improve your web experience, analyze site usage, and deliver personalized content to you. Some cookies are essential to site functionality, others are optional and help us see how the site is used or allow us to better service you.  By clicking “Accept” you are accepting all cookies. To better understand how cookies are used by us or to opt-out, visit Terms of Use.