Cresset Family Office Insights

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

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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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Educating the Rising Generation: The Role of the Family Office

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How to Optimize Tax Treatment of Your Restricted Stock Holdings

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7 Loan Myths Among Families of Wealth

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QOZ Investors Receive More Clarity on Rules for Operating Businesses

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How Big Are the Impact Investing Opportunities in QOZ Funds?

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Stock Incentive Plans: What are Your Options?

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Generation Z and Millennial Entrepreneurs – It’s Time for Planning

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Utilizing QOZs to Enhance the Transfer of Wealth

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Section 1031 Investors Now Have an Alternative: QOZ Funds

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Breaking the Silence: The Power of Effective Communication

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What is your Family’s “Why”? How to Establish Shared Values & Vision

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How to Make Decisions as a ‘Family Enterprise’

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What to do (and not do) if you win the lottery

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Engaging and Empowering the ‘Rising Generation’

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Living To 100: 4 Steps To Financial Planning For Longevity