Family Office Insights

Timely perspectives for high-net-worth families and entrepreneurs.

Trusted perspectives from thought leaders designed to give you a deeper understanding of the forces shaping your wealth. From financial education to strategic wealth planning ideas, these family office insights offer strategies and practical guidance—always with your goals and values in mind.

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Browse Topics

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

Wealth Management Is Emotional Work: How Uncertainty, Behavioral Biases, and Family Dynamics Shape Financial Decisions

Understanding Trustee Duties and Discretionary Distributions

Conversation with Paul Tramontano

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

Heather Pelant

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

Q and A with Dan Gilbert

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

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

Global Guardian Event Recap

Prepared to Explore: Practical Travel Security Lessons with Erick Turasz

Cresset 2026 Moneyball Study

Event Recap: How Constraints Make Us Better

The Power of Constraints: Rethinking Choice with David Epstein

Navigating Direct Deals After Liquidity Events

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

Family Office vs. Private Bank

Family Office vs. Private Bank: A Guide for Entrepreneurs

Designing Forward: Meaning, Curiosity, and the Practice of a Well-Lived Life

Riding Forward: Understanding E-Bike Liability and Insurance Considerations

Next Gen Success: Building Trust & Credibility

Upstream Planning: Taking a Different Direction in Generational Planning

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