Legacy Planning for a Thriving Multi-Generational Family

What does legacy mean to you? At Cresset, we believe legacy planning is more than just transactions; it involves identifying and instilling core values that can be shared across generations. In a candid conversation, a Cresset client speaks with Whitney Webb, Cresset’s Managing Director of Family Governance, about how she has set up her family for long-term success.

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). 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.

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From Chief Investment Officer, Jack Ablin.
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