Cresset Family Office Insights

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

By providing your email address, you consent to receive messages from Cresset regarding our services. View our Privacy Policy.

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.

Browse Topics

Five Foundations for Your Financial Plan

Five Foundations for Your Financial Plan

How to Write an Ethical Will

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

6 Things Business Owners Wish They Knew Before Selling

6 Things Business Owners Wish They Knew Before Selling

EthicalWill LinkedIn 1200x628

Empower Your Family With An Ethical Will

Structure Your Estate Before Selling Your Business

Structure Your Estate Before Selling Your Business

Barrons_ErickBecker_Q&A_LinkedIn_1600x728

Eric Becker: How Tragedy Changed Cresset’s Co-Founder

Evaluate Wealth Advisors David Karp Social 1200x628 Linkedin 2

How Do You Evaluate a Wealth Advisor? 7 Questions to Ask

Rachel Gil Featured Image

Establishing a Foundation for Financial Literacy Among Next-Generation Family Members

successful post-ipo financial life

4 Things to Consider for a Successful Post-IPO Financial Life

Rachel Gil

How Next-Generation Family Members Can Chart Their Own Philanthropic Course

Do you need a family office? 5 things to consider

CEO Founders: Do You Need a Family Office? 5 Questions to Ask Yourself

Rachel Gil Featured Image

Next-Generation: Root Yourself in Values to Create Your Own Path

Rachel Gil_ Next Gen FamilyMember

Navigating The Complexities of Being a Next-Generation Family Member

blue image with title

How to Identify Your Purpose in Life (And Potentially Live Longer!)

Balancing Risk blue cover image

Balancing Risk: A Conversation with General Stanley McChrystal

Q&A with Dr. Galit Atlas

Understanding Emotional Inheritance: A Conversation with Dr. Galit Atlas