As you begin liquidity planning, exit planning, succession strategy, and selling your business, have you determined:
- Your lifestyle needs vs cash flow and how that impacts the sale.
- Strategies to minimize taxes to help preserve your wealth.
- How to structure your estate to help protect your family.
And more…
Request the Top Tips Before Selling Your Business
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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.