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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.

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Insights

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The Female Founders Journey

The Female Founder’s Journey

Some of the conversations I value most happen each month around a conference table with a group […]

Leadership skill we forget to teach women

The Leadership Skill We Forget to Teach Women

Family Governance That Works: Designing Policy Around Culture

Family Governance That Works: Designing Policy Around Culture

The New Estate Planning Question Every Family Office Should Be Asking Thumbnail Image

The New Estate Planning Question Every Family Office Should Be Asking

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

Entrepreneurs

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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

A year after the banking turmoil thumbnail

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

The Female Founders Journey

The Female Founder’s Journey

The AI Dream Gets a Budget

The AI Dream Gets a Budget

Investing in a New Market Regime

Investing in a New Market Regime: Higher Rates and AI

Joe Zidle

Cresset appoints Joe Zidle as Chief Market Strategist

Market Update 10/6/26: The Consumer Squeeze

What the U.S.-China Summit Really Changed

Market Update 9/29/26: What the U.S.-China Summit Really Changed

The U.S. Housing Market: Conditions and Consequences

Market Update 9/22/26: The U.S. Housing Market: Conditions and Consequences

Leadership skill we forget to teach women

The Leadership Skill We Forget to Teach Women

Family Governance That Works: Designing Policy Around Culture

Family Governance That Works: Designing Policy Around Culture

The Warsh Test: What Comes Next for Rates

Market Update 9/15/26: The Warsh Test: What Comes Next for Rates

The New Estate Planning Question Every Family Office Should Be Asking Thumbnail Image

The New Estate Planning Question Every Family Office Should Be Asking

The Week Ahead: Oil, Inflation and the Fed’s Narrow Path

Market Update 9/8/26: The Week Ahead: Oil, Inflation, and the Fed’s Narrow Path

Dollar Debasement and Gold

Market Update 9/1/26: Dollar Debasement and Gold

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

NVIDIA Earnings: What Investors Need to Know

Market Update 8/25/26: NVIDIA Earnings: What Investors Need to Know

Gators announcement

Cresset Expands to Boca Raton, Welcomes $4 Billion Advisory Team