Reframing How We Give Back: Six Lessons from Robin Hood Foundation CEO

Reframing How We Give Back

Wes Moore believes that money alone is not enough to eradicate poverty. Rather, he believes that restoring our cities and lifting families out of poverty requires a multifaceted approach that …
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Should you join a SPAC board? 5 Questions to Answer

Before Joining a SPAC Board

By Scott Kapp, Partner at DLA Piper; and Bill Rudnick, Senior Partner and General Counsel for Cresset You have deep subject matter expertise in your industry and years of executive …
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What to Do if an Unexpected M&A Offer Comes Your Way

Unexpected M$A offer

With M&A activity robust in many industries, business owners are increasingly dealing with unexpected offers. In this article in Corporate Counsel, Bill Rudnick and Scott Kapp discuss what to do …
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Ex-Goldman Sachs Advisor on Why He Joined Cresset

Why He Joined Cresset

Hanley Sayers represents a trend among advisors who are increasingly making the shift from big banks and wirehouses to independent RIAs. He recently joined Cresset Asset Management as a Partner, …
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Rebooting Our Cities: A Conversation on Resiliency and Generosity

Rebooting Our Cities

More than 34 million people in the United States live below the federal poverty level. Wes Moore is on a mission to change that, and he wants you to join …
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Financial Strategies Every PE Partner with Carried Interest Should Consider

to make the most of carried interest

By Alex Smith, Partner and Managing Director; and Sarah Simon, Wealth Strategist and Wealth Advisor with Cresset Carried interest represents a powerful financial planning tool for private equity partners. With the Biden administration now …
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The Importance of Grit & Resiliency in CEO Founder

Lessons Learned

Cresset recently hosted a conversation with Sarah Frey, Founder and CEO of Frey Farms, as part of our virtual Founder Series. Sarah shared her experiences building her once failing family farm into one of the country’s largest produce suppliers, along with her take on the critical role grit and resiliency play for any CEO Founder to thrive.
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5 Leadership Lessons from Entrepreneur Larry Levy

5 Leadership Lessons

By Bill Rudnick, Senior Partner and General Counsel for Cresset Most people know Larry Levy as the Co-Founder of Levy Restaurants, the largest provider of sports and entertainment catering in …
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Cultivating Resilience in Families through History and Stories

Cultivating Resilince in Families

By Rachel Gil, Associate Director of Governance and Education at Cresset The year 2021 has become a time of deep reflection and soul-searching for many families. Many of us are …
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Lessons Learned: Rebuilding the Family Business with Sarah Frey

Growing Season

Sarah Frey decided to stay and invest in the community she dreamed of escaping as a child, and is striving to end food waste in the fresh produce industry. In …
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Ideas to Help the Young Adult in Your Life Establish Good Credit

Strategies Establish Good Credit

Many young adults graduate high school or college without understanding how credit works or the importance of having a good credit score. Establishing good credit is not just about getting …
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Making the Transition from Entrepreneur to CEO to Chairman

Journey from Entrepreneur to CEO to Chairman

Legendary entrepreneur Larry Levy co-founded Levy Restaurants 40 years ago and built it into the largest provider of sports and entertainment catering in the country. He knows a thing or …
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Serving on a Board? What You Need to Know About D&O Insurance Coverage

Protect Yourself

You’ve been asked to serve on a board of directors. Or maybe you’ve been serving on a board for years. You are passionate about helping the organization accomplish its mission, …
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How to Plan for a Business Exit

Planning fo a Business Exit

Despite the economic upheaval brought on by COVID-19, M&A activity in many industries remains robust. However, business owners and senior executives now face the dual challenge of managing the intricacies …
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Why Now is the Time to Align on Your Philanthropic Vision

sunrise and vision

With all of the challenges facing the world, philanthropy is more important than ever. In this video, Sandy Cardin, Senior Consultant of Philanthropy and Impact, shares his perspective on why …
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Are Tax Hikes Looming? What Private Equity Partners Can Do to Prepare

Tax Hiles Looming

The tax storm clouds have been brewing for quite some time … and they appear to be getting darker. What’s gathering on the horizon is the likelihood of an increase …
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