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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


  • 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.