Eric Becker: How Tragedy Changed Cresset’s Co-Founder
“This is a powerful piece that includes Eric’s personal story and professional background, as well as the […]
How Do You Evaluate a Wealth Advisor? 7 Questions to Ask
By David Karp, Founding Partner PagnatoKarp and Cresset Senior Managing Director Besides our family members and close […]
Establishing a Foundation for Financial Literacy Among Next-Generation Family Members
By Rachel Gil Stewardship is the idea of taking care of what has been entrusted to you. […]
4 Things to Consider for a Successful Post-IPO Financial Life
For those who expect to benefit from an initial public offering (IPO) of a company’s stock, their minds are likely no doubt consumed with thoughts of the lifestyle changes their …
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How Next-Generation Family Members Can Chart Their Own Philanthropic Course
By Rachel Gil There are many studies on the benefits of giving back. It’s not only the […]
CEO Founders: Do You Need a Family Office? 5 Questions to Ask Yourself
By Eric Becker | Co-Founder, Cresset Family Office As a CEO Founder, you’ve likely been so focused […]
Next-Generation: Root Yourself in Values to Create Your Own Path
By Rachel Gil Growing up with successful parents has its benefits — access to exclusive experiences and […]
Navigating The Complexities of Being a Next-Generation Family Member
By Rachel Gil “Uncertainty is the only certainty there is.” Uncertainty seems to have become a theme […]
How to Identify Your Purpose in Life (And Potentially Live Longer!)
By Whitney Webb, Managing Director of Governance and Education at Cresset During Cresset’s recent interview with Dan […]
Balancing Risk: A Conversation with General Stanley McChrystal
As recent world events clearly demonstrate, risk is an inherent, and at times unwelcome, part of life. […]
Small-Cap Growth: Opportunity in Volatility
The Fed’s recent hawkish tilt has sparked volatility across risk assets, particularly in those sectors and asset […]
Understanding Emotional Inheritance: A Conversation with Dr. Galit Atlas
On Feb. 16, 2022, Cresset will welcome internationally acclaimed psychoanalyst Dr. Galit Atlas for a virtual conversation […]
5 Trends in Philanthropy: What’s New in Giving Back
By Whitney Webb and Sandy Cardin The last two years have had no shortage of challenges to […]
How Do I Encourage Generosity And Compassion In My Kids?
I once asked a 13-year-old boy during a family foundation meeting why he thinks his family works […]
Changing Domicile: How to Change State Tax Situs
More than ever, we are a mobile society. Many people live, work, invest, and spend time in multiple states. As freeing as that flexibility is, during tax time, this new …
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How Do I Teach My Kids To Be Financially Literate?
Many clients come to us believing that the number one reason their kids are struggling and/or are […]