Cresset: 5 Strategies to Make the Most of Carried Interest

5 Financial Planning Strategies Every PE Partner with Carried Interest Should Consider

Cresset Capital Insights

By Alex Smith, Partner and Managing Director; and Sarah Simon, Wealth Strategist and Wealth Advisor with Cresset Carried interest represents a powerful financial planning tool for private equity partners. With the Biden administration now …

Founders & Entrepreneurs | 5 Leadership Lessons from Larry Levy

5 Leadership Lessons from Entrepreneur Larry Levy

Bill Rudnick Insights

By Bill Rudnick, Senior Partner and General Counsel for Cresset Most people know Larry Levy as the Co-Founder of Levy Restaurants, the largest provider of sports and entertainment catering in …

Cresset | Cultivating Resilience in Families

Cultivating Resilience in Families through History and Stories

Rachel Gil Insights

By Rachel Gil, Associate Director of Governance and Education at Cresset The year 2021 has become a time of deep reflection and soul-searching for many families. Many of us are …

Growing Season: Building the Family Business with Sarah Frey

Lessons Learned: Rebuilding the Family Business with Sarah Frey

Cresset Capital Insights

Sarah Frey decided to stay and invest in the community she dreamed of escaping as a child, and is striving to end food waste in the fresh produce industry. In …

Founders & Partners: Help Your Next-Gen Establish Good Credit

Ideas to Help the Young Adult in Your Life Establish Good Credit

Cresset Capital Insights

Many young adults graduate high school or college without understanding how credit works or the importance of having a good credit score. Establishing good credit is not just about getting …

Cresset Q&A with Larry Levy

Making the Transition from Entrepreneur to CEO to Chairman – a Conversation with Larry Levy

Cresset Capital Insights

Legendary entrepreneur Larry Levy co-founded Levy Restaurants 40 years ago and built it into the largest provider of sports and entertainment catering in the country. He knows a thing or …

Founders & Partners: Protect Yourself While Serving on a Board

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

Bill Rudnick Insights

You’ve been asked to serve on a board of directors. Or maybe you’ve been serving on a board for years. You are passionate about helping the organization accomplish its mission, …

CEO Founders: Planning for a Business Exit? 4 Things You Should Know

How to Plan for a Business Exit

Eric Becker Insights

Despite the economic upheaval brought on by COVID-19, M&A activity in many industries remains robust. However, business owners and senior executives now face the dual challenge of managing the intricacies …

Why Now is the Time to Align on Your Philanthropic Vision

Cresset Capital Insights

With all of the challenges facing the world, philanthropy is more important than ever. In this video, Sandy Cardin, Senior Consultant of Philanthropy and Impact, shares his perspective on why …

PE Partners | Tax Hikes Looming? It's Time to Prepare

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

Cresset Capital Insights

The tax storm clouds have been brewing for quite some time … and they appear to be getting darker. What’s gathering on the horizon is the likelihood of an increase …

PE Partners-Tax Exemptions - Use Them or Lose Them Now

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

Cresset Capital Insights

Many private equity partners realize it’s no longer a question of if, but rather a question of when taxes will go up. The answer could be sooner rather than later. …

Playing Offense and Defense: Financial Planning Strategies for Private Equity Partners

Eric Becker Insights

As a private equity partner, you no doubt have a tremendous amount on your plate. You spend countless hours taking care of your team, your limited partners, your portfolio companies. …

Top 5 Takeaways From Cresset’s Event With David Rubenstein

Cresset Capital Insights

Cresset hosted David M. Rubenstein – Co-founder of The Carlyle Group, philanthropist, TV host, and author of the new book How to Lead – as our guest on October 28, …

Selling Your Business During the Pandemic

Selling a Business Amidst a Global Pandemic? Now What?

Bill Rudnick Insights

You’ve spent years building your business. After decades of hard work and sacrifice, you are finally ready to enjoy the fruits of your labor and take some “chips off the …

Privacy in a Pandemic – 5 Steps to Keep Your Family Protected

Ali Kahil Insights

With the onset of the COVID-19 pandemic, many of us are spending more time online than ever before. We are working online. Going to school online. Socially distancing together online. …

Use it or (maybe) lose it: Why you should consider utilizing the gift tax exemption now

Cresset Capital Insights

Changes are likely brewing when it comes to estate and gift tax exemption amounts, which could mean a significant reduction in how much wealthy families can transfer to rising generations …

How to Raise Independent and Resilient Children in the Age of Over-Parenting

Cresset Capital Insights

With the onset of COVID-19, many families are spending more time together than ever before. Work, school, and play for many of us have merged to become one. However, with …