Family Office Articles & Thought Leadership

Explore Cresset’s collection of thought leadership, insights, and firm news.

Welcome to our complete collection of family office articles. Here, you’ll find a broad range of perspectives from Cresset’s team—from market commentary and investment insights to stories of entrepreneurial success and firm news. Whether you’re seeking clarity on today’s financial landscape or fresh thinking about what’s next, it’s all here.

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Insights

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The Leadership Skill We Forget to Teach Women

We teach women how to lead teams, negotiate, build networks, find sponsors, communicate with authority and develop […]

Family Governance That Works: Designing Policy Around Culture

Family Governance That Works: Designing Policy Around Culture

The New Estate Planning Question Every Family Office Should Be Asking Thumbnail Image

The New Estate Planning Question Every Family Office Should Be Asking

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

Wealth Management Is Emotional Work: How Uncertainty, Behavioral Biases, and Family Dynamics Shape Financial Decisions

Entrepreneurs

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Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Founders often believe they should wait to “worry about the money until we have the money.” But […]

What Entrepreneurs Need to Know About Working with a Business Lending Advisor

What Entrepreneurs Need to Know About Working with a Business Lending Advisor

What to Know: Selling a Business in a high interest rate environment by David Karp

Selling a Business in a High-Interest Rate Environment: 6 Tips Business Owners Need to Know

A year after the banking turmoil thumbnail

A Year After the Banking Turmoil, What Entrepreneurs & Business Owners Need to Know About Direct Lending

Board of Directors Best Practices Guide

Board Of Directors Best Practices Guide

What we mean by True Fiduciary Standards

What We Mean by True Fiduciary® Standards and Why It Matters

Women and Gray Divorce

Women and “Gray Divorce”: How to Secure Your Financial Future Later in Life

A 10-Point Checklist For Selling Your Business for CEO Founders

CEO Founders: A 10-Point Checklist for Selling Your Business

Prenuptial Agreements: 5 Tips to Start “The Conversation”

Five Cresset Advisors Named to Forbes 2023 Best-in-State Wealth Advisors List

Congratulations to David Karp - Top Ranking Barron's Advisors

Cresset’s David Karp Named to Barron’s 2023 Top Financial Advisors List

Silicon Valley Bank Update from
Jack Ablin

How And When To Talk To Your Children About Money

How and When to Talk With Your Children About Money

Forbes Names Four Cresset Advisors to 2024 Top Women Wealth Advisors List

Creating Succession Plan for Your Business

Creating a Succession Plan for Your Business

Reasons to Invest in Private Markets During Times of High Volatility

Reasons to Invest in Private Markets During Times of High Volatility

Fees Versus Cost

Fees Versus Costs – Fees Are Important; It’s Costs That Matter

Investing During Volatile Market Conditions

Investing During Volatile Market Conditions

Six Strategies to Expand Your Giving

Six Strategies to Expand Your Giving: How to Source New Philanthropic Grantees

Selling a Business During a Recession

Selling a Business During a Recession: What Business Owners and Entrepreneurs Need to Know

Forbes Names Cresset One of America’s Top RIA Firms