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Family Office Insights

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

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.

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Browse Topics

Protect Yourself

Serving on a Board? What You Need to Know About D&O Insurance Coverage

Planning for a Business Exit?

How to Plan for a Business Exit

sunrise and vision

Why Now is the Time to Align on Your Philanthropic Vision

Tax Exemptions

Use It or Lose It: Why PE Partners May Want to Use Tax Exemptions Now

Offense and Defense

Playing Offense and Defense: Financial Strategies for PE Partners

Top 5 Takeaways with David Rubenstein

Top 5 Takeaways From Cresset’s Event With David Rubenstein

Cresset Office

Managing Wealth: Striking the Balance Between Structure and Life

Use it or maybe lose it thumbnail

Use It or (Maybe) Lose It: Consider Utilizing the Gift Tax Exemption

How to raise independent and resilient children thumbnail

How to Raise Independent and Resilient Children

Cresset Office

Six Tips for Creating a Letter of Wishes

white wall

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