Family Office Articles & Thought Leadership

Explore Cresset’s collection of thought leadership, insights, and firm news.

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Welcome to our complete collection of family office articles. Here, you’ll find a broad range of perspectives from Cresset’s team—from market commentary and investment insights to stories of entrepreneurial success and firm news. Whether you’re seeking clarity on today’s financial landscape or fresh thinking about what’s next, it’s all here.

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Insights

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How to Protect Your Family from Email Compromise

Picture this: you or a family member are in the process of purchasing a luxury property. Unbeknownst […]

Private Aviation: What You Need to Know Before Flying Private

The Expansion of Private Lending: Key Considerations for the Individual Investor

Disagreeing Well: A Skill for Generational Stewardship

Cresset’s Moneyball Report 2025

Entrepreneurs

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What Entrepreneurs Need to Know About Working with a Business Lending Advisor

By Alex Penning, Managing Director, Head of Banking and Lending As a business owner, your time is […]

Selling a Family Business: 3 Key Steps for a Successful Buyout

Selling a Business in a High-Interest Rate Environment: 6 Tips Business Owners Need to Know

A Year After the Banking Turmoil, What Entrepreneurs & Business Owners Need to Know About Direct Lending

CTA: What You Need to Know About the Corporate Transparency Act, effective January 1, 2024

How to Protect Your Family from Email Compromise

10/29/25: Spotlight on U.S. – China Trade Relations

10/23/25: Navigating Current Challenges in the Private Credit Market

RIA vs. Broker-Dealer: What’s the Difference?

10/14/25: Previewing 3Q 2025 Earnings Season

What Is an Independent RIA?

10/9/25: The AI Wave: Potentially Transformative, or Potentially a Bubble?

Cresset Climbs to #10 Spot on Forbes’ List of America’s Top RIA Firms

10/1/25: Drivers and Implications of U.S. Dollar Decline

9/23/25: The Fed’s Dilemma: A ‘K-Shaped’ Economy

9/17/25: The Market Implications of Fed Rate Cuts

Cresset Ranks #2 in Barron’s 2025 List of the Top 100 RIA Firms

9/9/25: Comprehensive U.S. Labor Market Analysis: Cooling Amid Structural Transformation

8/27/25: An In-depth Look at the U.S. Housing Crisis

8/19/25: Implications of the Business Spending Boom

Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets