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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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AI in Action

AI in Action: How Artificial Intelligence is Reshaping Mergers and Acquisitions

By Angela Raitzen, CFP®, CEPA, CRPC®, Managing Director, Wealth Advisor; and Mike Silverman, Executive Managing Director, Chief […]
How Families Can Disagree Without Dividing

When Politics, Religion, and Philanthropy Collide: How Families Can Disagree Without Dividing
Life After The Exit

Life After the Sale: A Therapist’s View on How Millennials and Gen Z are Finding Purpose After an Exit
A Conversation on Building for the Future with Monticello Associates Founder Grady Durham

Building for the Future: A Conversation with Monticello Associates Founder Grady Durham
How To Protect Your Family From Email Compromise

How to Protect Your Family from Email Compromise

Entrepreneurs

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What to Know About Working with a Business Lending Advisor

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 […]
3 Key Steps fo a Successful Buyout

Selling a Family Business: 3 Key Steps for a Successful Buyout
What to Know: Selling a Business in a high interest rate environment by David Karp

Selling a Business in a High-Interest Rate Environment: 6 Tips Business Owners Need to Know
What Entrepreneurs & Business Owners Need to Know About Direct Lending

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

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

AI in Action: How Artificial Intelligence is Reshaping Mergers and Acquisitions
Double-Barreled Stimulus Could Boost Both Growth and Inflation

Market Update 12/9/25: Double-Barreled Stimulus Could Boost Both Growth and Inflation
How Families Can Disagree Without Dividing

When Politics, Religion, and Philanthropy Collide: How Families Can Disagree Without Dividing
Market Update: Consumers Spend Big, But Caution Lingers Beneath the Surface

Market Update 12/2/25: Consumers Spend Big, But Caution Lingers Beneath the Surface
Cresset Welcomes New Advisory Team

Cresset Expands Presence in Houston, Welcomes Advisory Team with $1.4 Billion in AUM
Market Update: Data Deluge Tests Market and Fed Resilience

Market Update 11/26/25: Data Deluge Tests Market and Fed Resilience
Life After The Exit

Life After the Sale: A Therapist’s View on How Millennials and Gen Z are Finding Purpose After an Exit
Market Update: To Cut, or Not to Cut?

Market Update 11/18/25: To Cut, or Not to Cut? 
Atlanta and Jackson Hole Advisory Team Announcement

Cresset Welcomes New Advisory Team with $1.8 Billion in AUM, Expands Presence in Atlanta and Jackson Hole
Welcome Albert Leshinsky

Cresset Appoints Albert Leshinsky as Head of Corporate Development
Market Update: Market Breadth Signaling Caution

Market Update 11/11/25: Market Breadth Signaling Caution
A Conversation on Building for the Future with Monticello Associates Founder Grady Durham

Building for the Future: A Conversation with Monticello Associates Founder Grady Durham
Market Update: AI and the Job Market: Disruption, Transformation, Opportunity

11/4/25: AI and the Job Market: Disruption, Transformation, Opportunity  
How To Protect Your Family From Email Compromise

How to Protect Your Family from Email Compromise
Market Update: Spotlight on U.S. - China Trade Relations

10/29/25: Spotlight on U.S. – China Trade Relations
Market Update: Navigating Current Challenges in the Private Credit Market

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