Wealth Wise: A Financial Literacy Series
The Mentor’s Mindset: Setting the Stage to Bring Financial Literacy into the Home
Why Your Family Office Should Be Using AI Tax Preparation
By Ali Kahil, Director, Tax Services & Automation Operations Artificial intelligence is revolutionizing the traditional role of […]
Master Your Money: Best Practices to Secure Your Financial Independence
By Rachel Gil, Director of Family Governance, and Cayla Surovsky, Associate, Family Governance In the U.S., only […]
Navigating Wealth Transfer: 7 Essential Strategies to Prepare for the Impending Sunset of the Gift and Estate Tax Exemptions
By Michelle Chapin, Managing Director, Wealth Strategy and Amanda Plonski, Managing Director, Wealth Advisor What is the […]
Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets
By Michelle Chapin, Managing Director of Wealth Strategy for Cresset It’s a sad reality for many families. […]
CTA: What You Need to Know About the Corporate Transparency Act, effective January 1, 2024
By Oleg Ikhelson, J.D., CPA, Managing Director, Head of Tax, and Vimala Snow, Managing Director, Head of […]
Board Of Directors Best Practices Guide
CEO Founders, Entrepreneurs, Business Owners Unlock the secrets to building a high performing board of directors and […]
Don’t Pay Taxes Twice on Stock Options: Protect Yourself From the ‘Double Tax Trap’
By Oleg Ikhelson, J.D., CPA, Managing Director, Head of Tax Navigating the complex landscape of stock option […]
Kids and Philanthropy: 6 Strategies to Get them Engaged
By Whitney Webb, Managing Director, Family Governance One of the most common frustrations we hear from philanthropic-minded […]
Aligning Values & Legacy Across Generations
Focus on the family side of legacy by explicitly stating your intentions, purpose, and long-term objectives. Listen […]
Private Placement Life Insurance
Discover the diverse avenues through which Private Placement Life Insurance (PPLI) can assist in tax mitigation and […]
Private Placement Life Insurance Guide
By Aidan Elliott, Director, Alternative Insurance Solutions with Ben Rainey of WealthPoint. Instead of investing in general […]
Legacy Planning for a Thriving Multi-Generational Family
What does legacy mean to you? At Cresset, we believe legacy planning is more than just transactions; […]
How to Choose an Estate Planning Attorney: 9 Questions to Ask
By Micah Miller, J.D., LL.M, Managing Director, Wealth Strategy Choosing the right estate planning attorney is important […]
Effective Family Communication is Key to Ensuring a Successful Transfer of Wealth
By Paul Tramontano, Executive Managing Director, Wealth Advisor Effective communication within a family is more than a […]
Weathering an Insurance “Perfect Storm”: 8 Tips for Navigating Property Insurance in Florida
It’s a perfect storm (pun fully intended). For property owners in Florida, this “storm” has been brewing […]