Family Office Articles & Thought Leadership

Explore Cresset’s collection of thought leadership, insights, and firm news.

Welcome to our complete collection of family office articles. Here, you’ll find a broad range of perspectives from Cresset’s team—from market commentary and investment insights to stories of entrepreneurial success and firm news. Whether you’re seeking clarity on today’s financial landscape or fresh thinking about what’s next, it’s all here.

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Insights

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Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

For veteran wealth advisor Paul Tramontano, joining Cresset wasn’t simply about finding a new firm; it was […]

Women Aren’t Just Underserved by Wealth Management. They May Be Paying for It.

Why a Former $1.8 Billion Goldman Advisor Made the Move to the Independent Space: A conversation with Cresset’s Jamie Gilbert

Kidnap, Ransom, and Extortion Risk: Planning for the Unexpected

Prepared to Explore: Practical Travel Security Lessons with Erick Turasz

Entrepreneurs

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Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Founders often believe they should wait to “worry about the money until we have the money.” But […]

What Entrepreneurs Need to Know About Working with a Business Lending Advisor

Selling a Business in a High-Interest Rate Environment: 6 Tips Business Owners Need to Know

A Year After the Banking Turmoil, What Entrepreneurs & Business Owners Need to Know About Direct Lending

Board Of Directors Best Practices Guide

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

Market Update 8/10/26: The Macro Case for Securitized Residential Second Mortgages

Women Aren’t Just Underserved by Wealth Management. They May Be Paying for It.

Market Update 8/5/26: An Analytical Framework for TIPS Investing

Cresset Expands Santa Barbara Office with Hire of $600+ Million Advisor Cory Boggs

Why a Former $1.8 Billion Goldman Advisor Made the Move to the Independent Space: A conversation with Cresset’s Jamie Gilbert

Market Update 7/28/26: The Evolving Role of Bonds as Rates Rise

Kidnap, Ransom, and Extortion Risk: Planning for the Unexpected

Market Update 7/22/26: Can Big Tech Justify Its AI Spending?

Prepared to Explore: Practical Travel Security Lessons with Erick Turasz

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Cresset Names Dheeraj Soni as Chief Technology Officer

Cresset 2026 Moneyball Study

The Power of Constraints: Rethinking Choice with David Epstein

Market Update 7/7/26: War, Peace, and a Powerful Rally: Q2 and Midyear 2026 Recap

How To Navigate the Deluge of Direct Deal Opportunities that Follow Liquidity Events

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