Cresset Insights

Thought Leadership from Barron’s and Forbes Top Advisors¹

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Journey from Entrepreneur to CEO to Chairman

Making the Transition from Entrepreneur to CEO to Chairman

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Cresset’s Five Themes for 2021

Protect Yourself

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

Planning fo a Business Exit

How to Plan for a Business Exit

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Will Bitcoin Take a Bite Out of Investors?

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Why Now is the Time to Align on Your Philanthropic Vision

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The Year of the Black Swans

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Congress Passes COVID-19 Relief Legislation

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Will Next Year’s Inflation Spark Ignite a Flame?

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Has the COVID-19 vaccine made the market irrationally exuberant?

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Markets Whistling Past the Pandemic

Tax Hiles Looming

Are Tax Hikes Looming? What Private Equity Partners Can Do to Prepare

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The Promise of Personalized Medicine

Tax Exemptions

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

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Will Value Stocks Take the Handoff?

Offense and Defense

Playing Offense and Defense: Financial Strategies for PE Partners