Built by families, for families
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