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

Philanthropy

5 Trends in Philanthropy: What’s New in Giving Back

Encouraging Generosity and Compassion Cover image

How Do I Encourage Generosity And Compassion In My Kids?

What You Need to Know: Changing Domicile

Changing Domicile: How to Change State Tax Situs

Financial literacy with kids cover image

How Do I Teach My Kids To Be Financially Literate?

Keep kids safe and grounded cover image

How Do I Keep My Kids Safe And Grounded?

Michael Sayman Linkedin Graphic CAM 1

Getting to Know Michael Sayman: App Kid Extraordinaire

Prepare Your Kids for Future Role and Responsibilities by Whitney Webb. Managing Director, Head of Family Governance

How Do I Prepare My Kids For Their Future Roles And Responsibilities?

Money talk cover image

Having the “money talk”: Strategies to set yourself, and your children, up for success and happiness

8 Cybersecurity Tips to Keep Your UHNW Family Cyber Safe

8 Cybersecurity Tips to Keep Your UHNW Family Cyber Safe

Q&A with Square Founder Jim McKelvey

Exploring the essence of innovation with Jim McKelvey

Defer Taxes When Selling a Businesses

CEO Founders: How To Defer Taxes When Selling A Business

What it Means to Be Backable

Suneel Gupta: What it means to be “backable”

Mindy Diamond with Avy Stein cover image

Cresset Founder and Co-Chairman Avy Stein on Mindy Diamond Podcast

Leading in the Hot Seat with Jeff Immelt

Lessons Learned from Jeff Immelt: Words of Wisdom for CEO Founders

Building Selling and Buying Businesses

Mark Cuban: 7 Lessons Every CEO Founder Needs to Know

Business Exit Strategies For Female CEO Founders

Business Exit Strategies for Female CEO Founders