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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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Understanding E-Bike Liability and Insurance Considerations

Riding Forward: Understanding E-Bike Liability and Insurance Considerations

Electric bicycles, or e-bikes, have quickly moved from niche novelty to everyday staple. For many individuals and […]
Next Gen Success: Building Trust & Credibility

Next Gen Success: Building Trust & Credibility
Upstream Planning A New Approach To Generational Planning

Upstream Planning: Taking a Different Direction in Generational Planning
Sam Goodner: Entrepreneur, Investor & Author of Like Clockwork

Precision with Purpose: Leadership Lessons with Sam Goodner
Choosing the Right Multi-Family Office

Choosing the Right Multi-Family Office: 5 Criteria for Families of Significant Wealth

Entrepreneurs

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

As a business owner, your time is precious. You’re focused on growing your company — developing new […]
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
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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
Weighing Risk as an Entrepreneur

Weighing Risk as an Entrepreneur
Understanding E-Bike Liability and Insurance Considerations

Riding Forward: Understanding E-Bike Liability and Insurance Considerations
Economic Risks of a Prolonged Hormuz Closure

Market Update 5/12/26: Economic Risks of a Prolonged Hormuz Closure
Hyperscaler Capex: A Confidence Signal Worth Following

Market Update 5/5/25: Hyperscaler Capex: A Confidence Signal Worth Following
Next Gen Success: Building Trust & Credibility

Next Gen Success: Building Trust & Credibility
Markets in Limbo: The U.S.–Iran Stalemate

Market Update 4.28.26: Markets in Limbo: The U.S.–Iran Stalemate
The Higher Ed Crunch: Fewer Students, Greater Costs

Market Update 4.21.26: The Higher Ed Crunch: Fewer Students, Greater Costs
Upstream Planning A New Approach To Generational Planning

Upstream Planning: Taking a Different Direction in Generational Planning
Private Credit at a Turning Point by Jack Ablin

Market Update 4/14/26: Private Credit at a Turning Point
First Quarter of 2026: Energy Shock and Market Resilience

Market Update 4/7/26: First Quarter of 2026: Energy Shock and Market Resilience
Midterm Crosscurrents: The Fragile Republican Path in 2026

Market Update 3/31/26: Midterm Crosscurrents: The Fragile Republican Path in 2026
Sam Goodner: Entrepreneur, Investor & Author of Like Clockwork

Precision with Purpose: Leadership Lessons with Sam Goodner
U.S. Households Face Mounting Pressure as Economic Strains Build

Market Update 3/24/26: U.S. Households Face Mounting Pressure as Economic Strains Build
Welcome Mark Thompson

Mark Thompson Appointed as Executive Managing Director, Institutional Consulting for Cresset
Tax-Aware Private Credit: Investment Advantages and Tax Benefits

Market Update 3/17/26: Tax-Aware Private Credit: Investment Advantages and Tax Benefits
Why Stagflation Fears Are Overblown and What History Actually Tells Us

Market Update 3/10/26: Why Stagflation Fears Are Overblown and What History Actually Tells Us
Susie Cranston CEO Announcement

Cresset Appoints Susie Cranston as Chief Executive Officer
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