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.
Request the Top Tips Before Selling Your Business
Cresset is an independent, boutique multi-family office and private investment firm. We specialize in Intelligent Wealth Management® for CEO Founders, Entrepreneurs, Business Owners, Partners and High-Net-Worth Families. Our Family Office goal is to reinvent the way you experience wealth so you have more time to spend on what matters to you most.