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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

Use it or (maybe) lose it: Consider utilizing the gift tax exemption

How to Raise Independent and Resilient Children

Six Tips for Creating a Letter of Wishes

Could Converting to a Roth IRA Be Right for You?

Virtual Family Offices: Six Tips for Success

Investing 1.0: Getting started for teens and young adults

Borrow more, invest more, deduct more

Cresset Cares – Ideas for Giving Back

Gift Today Without Worrying About Tax Consequences Later

Couples Going Through Divorce Need to Know About Changes in Tax Law

Gifting Assets: Underutilized & Misunderstood Strategies

Experiential Learning in Family Wealth Education

Educating the Rising Generation: The Role of the Family Office

How to Optimize Tax Treatment of Your Restricted Stock Holdings

7 Loan Myths Among Families of Wealth

QOZ Investors Receive More Clarity on Rules for Operating Businesses

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