Estate Planning Checklist
Ultra-High-Net-Worth Families
Reinventing Family Office & Private Wealth Management
Estate Planning Checklist
Ultra-High-Net-Worth Families
Unlock the keys to developing an estate plan that protects you and your family.
Learn the Essentials:
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Who needs an estate plan
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The four basic documents
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Revocable trusts and federal tax exemptions
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Avoiding costly and lengthy court proceedings
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Useful questions to ask
Request the Estate Planning Checklist
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Cresset is an award-winning, independent, multi-family office, and private investment firm. We offer deeply personalized wealth management, investment advisory, and family office services to entrepreneurs, CEO Founders, and multi-generational families. Our goal is to reinvent the way you experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments.