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Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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Cresset Family Office Insights

Insights

The Senate’s Opening Move: Key Takeaways from the First Draft

New Tax Legislation on the Horizon: What You Need to Know

Smooth Sailing: Navigating Watercraft Insurance

Beyond Long-Only: A Smarter Way to Harvest Tax Losses Year-Round

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

Entrepreneurs

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

Selling a Family Business: 3 Key Steps for a Successful Buyout

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

CTA: What You Need to Know About the Corporate Transparency Act, effective January 1, 2024

CEO Founders: A 10-Point Checklist for Selling Your Business

Prenuptial Agreements: 5 Tips to Start “The Conversation”

How and When to Talk With Your Children About Money

Creating a Succession Plan for Your Business

Reasons to Invest in Private Markets During Times of High Volatility

Fees Versus Costs – Fees Are Important; It’s Costs That Matter

Investing During Volatile Market Conditions

Tax Opportunities During Times of Volatility

Six Strategies to Expand Your Giving: How to Source New Philanthropic Grantees

Selling a Business During a Recession: What Business Owners and Entrepreneurs Need to Know

A Growth Mindset for Entrepreneurial Success

Five Foundations for Your Financial Plan

How to Write an Ethical Will with Examples – The Human Side of Wealth Transfer

6 Things Business Owners Wish They Knew Before Selling

Empower Your Family With An Ethical Will

Structure Your Estate Before Selling Your Business

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