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.
Legacy Planning for a Thriving Multi-Generational Family
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About Cresset
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.