Contact

Family Office Articles & Thought Leadership

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

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.

Subscribe to our Family Office Insights newsletter
By providing your email address, you consent to receive messages from Cresset regarding our services. View our Privacy Policy.

Browse Topics

Insights

VIEW ALL INSIGHTS

Cresset's Jamie Gilbert

Why a Former $1.8 Billion Goldman Advisor Made the Move to the Independent Space: A conversation with Cresset’s Jamie Gilbert

When asked why he made the move, Jamie Gilbert is very clear: he wasn’t looking to change […]

Kidnap, Ransom, and Extortion Risk

Kidnap, Ransom, and Extortion Risk: Planning for the Unexpected

Global Guardian Event Recap

Prepared to Explore: Practical Travel Security Lessons with Erick Turasz

Cresset 2026 Moneyball Study

Cresset 2026 Moneyball Study

Event Recap: How Constraints Make Us Better

The Power of Constraints: Rethinking Choice with David Epstein

Entrepreneurs

VIEW ALL ENTREPRENEURS

Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Founders often believe they should wait to “worry about the money until we have the money.” But […]

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

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

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

Blue background with Cresset Icon

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

Board of Directors Best Practices Guide

Board Of Directors Best Practices Guide

Cresset's Jamie Gilbert

Why a Former $1.8 Billion Goldman Advisor Made the Move to the Independent Space: A conversation with Cresset’s Jamie Gilbert

The Evolving Role of Bonds as Rates Rise

Market Update 7/28/26: The Evolving Role of Bonds as Rates Rise

Kidnap, Ransom, and Extortion Risk

Kidnap, Ransom, and Extortion Risk: Planning for the Unexpected

Can Big Tech Justify Its AI Spending?

Market Update 7/22/26: Can Big Tech Justify Its AI Spending?

Global Guardian Event Recap

Prepared to Explore: Practical Travel Security Lessons with Erick Turasz

Welcome Chris Tiano and Nick Smith

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Cresset Names Dheeraj Soni as Chief Technology Officer

Cresset Names Dheeraj Soni as Chief Technology Officer

Cresset 2026 Moneyball Study

Cresset 2026 Moneyball Study

Event Recap: How Constraints Make Us Better

The Power of Constraints: Rethinking Choice with David Epstein

War, Peace, and a Powerful Rally: Q2 and Midyear 2026 Recap

Market Update 7/7/26: War, Peace, and a Powerful Rally: Q2 and Midyear 2026 Recap

Navigating Direct Deals After Liquidity Events

How To Navigate the Deluge of Direct Deal Opportunities that Follow Liquidity Events

Artificial Intelligence: A Bubble or an Opportunity?

Market Update 6/30/26: Artificial Intelligence: A Bubble or an Opportunity?

Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

What’s Changed Since the Iran War?

Market Update 6/23/26: What’s Changed Since the Iran War?

SpaceX's IPO and What It Means For Investors

Market Update 6/17/26: SpaceX’s IPO and What It Means for Investors

Lucas Huizer

Cresset Appoints Lucas Huizar as General Counsel