Aligning Values & Legacy Across Generations

Focus on the family side of legacy by explicitly stating your intentions, purpose, and long-term objectives. Listen to Rachel Gil, Director of Family Governance at Cresset, as she provides guidance on harmonizing your family values across successive generations.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $60 billion in assets under management (as of 11/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.