Built by families, for families

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Learn how goals-based investing can help insulate your portfolio against market volatility.

Wealth is more than money, and you deserve a partner who addresses all aspects of your wealth. Education and training are critical to the successful transition from an entrepreneur to a Capitalpreneur™ – the shift from running a business enterprise to a financial enterprise. At Cresset, our goal is to simplify your life while managing risk and leveraging opportunities.

We offer advice and services in the following areas:

Family Governance & Education

Values, Vision & Purpose
Effective Communication
Money & Relationships
Family Meeting Facilitation
Governance & Transitions
Financial Literacy
Leadership & Entrepreneurship
Peer to Peer Community

Wealth Strategy

Financial Planning
Estate Planning
Business Succession
Asset Protection
Life Insurance Planning
Charitable Giving
Deferred Compensation

Investments

Investment Advisory
Discretionary & Non-discretionary Investment Management
Portfolio Consulting
Direct Private Equity & Real Estate
Qualified Opportunity Zone Funds

Philanthropy & Impact

Connecting Personal Values & Causes
Philanthropic Strategy & Structure
Impact Investing
Defining & Measuring Impact
Foundation Management & Donor Advised Funds

Banking & Credit Consulting

Credit Coordination & Negotiation
Strategic & Tactical Banking Advice
Maximizing Bank Efficiency
Banking Relationship Management
Interest Rate & Credit Risk Management

CFO Services

Financial Reporting
Bill Pay & Budgeting
Risk Management
Income Tax Strategies
Tax Organization
Document e-Vaulting

Family Enterprise Planning and Structuring Services

Family Enterprise Planning, Modeling & Creation
Governance Considerations
Income & Estate Tax Modeling
Coordination of Professional Advisors

Schedule a Strategy Session

Connect with a member from the Cresset team to learn more about our services and begin your discovery process.