Designing Legacy: Purpose, Foresight, and Philanthropy Across Generations
Recorded on December 16, 2025. This conversation with philanthropist, investor, and experienced convener Susan Crown offered a […]
Trusts and Estates: The What, Why & How of Wealth Preservation
Cresset’s Family Governance and Education team hosting an insightful Financial Literacy Month webinar featuring Managing Director, Head […]
Global Tensions & Global Markets: Strategic Insights with Rebecca Patterson
Recorded on April 10, 2025. Global markets are being reshaped by rising geopolitical tensions, trade disputes, and […]
From Policy to Planning: Strategic Tax & Estate Planning Insights
Recorded on November 12, 2024 The event, introduced by Jon Crow, Regional Managing Director and President of […]
Financial Literacy Month Q&A with Whitney Webb & Rachel Gil
Watch our virtual Q&A session with Cresset’s Family Governance & Education leaders as they recap tips and […]
The Rising Generation: Finding Balance in Today’s Toxic Achievement Culture with Jennifer Wallace
Recorded on November 7, 2023. Today, affluent teens in high-achieving schools are the most anxious and depressed, […]
Investing During Uncertain Times with Carlyle Group Co-Founder David M. Rubenstein
Recorded on September 21, 2022. David M. Rubenstein, the legendary co-founder of The Carlyle Group and The […]
Dynamic Families: Mastering the Art of Parenthood with Ryan Holiday
Recorded on Thursday, June 29, 2023. Being a parent is a never-ending journey, and one that can […]
The Future of Energy: From Traditional to Transitional Investment Opportunities
Recorded on June 2, 2022. Economic recovery in 2022 created turbulence across multiple market segments – perhaps […]
Guiding Your Child Through The College Application Process
Recorded on May 24, 2022. In the face of a pandemic, colleges and universities had to quickly […]
Financial Literacy Month: Philanthropy & The Paradox of Choice
Recorded on Wednesday, April 26, 2023. Listen to the final webinar of our 2023 Financial Literacy Month […]
Financial Literacy Month: Prenuptial Agreements
Recorded on Wednesday, April 19, 2023. Listen to part three of our Financial Literacy Month Money & […]