Family Office Articles & Thought Leadership

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

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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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Upstream Planning: Taking a Different Direction in Generational Planning

With most estate plans, wealth transfer typically flows “downstream,” going from the parents or grandparents to the […]

Precision with Purpose: Leadership Lessons with Sam Goodner

Choosing the Right Multi-Family Office: 5 Criteria for Families of Significant Wealth

AI in Action: How Artificial Intelligence is Reshaping Mergers and Acquisitions

When Values Collide: How Families Can Disagree Without Dividing

Entrepreneurs

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

As a business owner, your time is precious. You’re focused on growing your company — developing new […]

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

Weighing Risk as an Entrepreneur

Upstream Planning: Taking a Different Direction in Generational Planning

Market Update 4/14/26: Private Credit at a Turning Point

Market Update 4/7/26: First Quarter of 2026: Energy Shock and Market Resilience

Market Update 3/31/26: Midterm Crosscurrents: The Fragile Republican Path in 2026

Precision with Purpose: Leadership Lessons with Sam Goodner

Market Update 3/24/26: U.S. Households Face Mounting Pressure as Economic Strains Build

Mark Thompson Appointed as Executive Managing Director, Institutional Consulting for Cresset

Market Update 3/17/26: Tax-Aware Private Credit: Investment Advantages and Tax Benefits

Market Update 3/10/26: Why Stagflation Fears Are Overblown and What History Actually Tells Us

Cresset Appoints Susie Cranston as Chief Executive Officer

Market Update 3/3/26: Geopolitical Shockwaves: The Investment Impact of Escalation in the Middle East

MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth at Cresset

Special Market Update 3/2/26: Escalation in the Middle East

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Market Update 2/24/26: The AI Debt Wave: What It Means for Investors

Market Update 2/19/26: The Twin Pillars of Fragility: AI Capex and Wealth-Driven Spending