Built by families, for families

Wealth is more than money and you deserve a partner that addresses all aspects of your wealth. 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