Use It or Lose It: Why PE Partners May Want to Use Tax Exemptions Now
Many private equity partners realize it’s no longer a question of if, but rather a question of when taxes will go up. The answer could be sooner rather than later. …
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Playing Offense and Defense: Financial Strategies for PE Partners
As a private equity partner, you no doubt have a tremendous amount on your plate. You spend countless hours taking care of your team, your limited partners, your portfolio companies. …
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Top 5 Takeaways From Cresset’s Event With David Rubenstein
Cresset hosted David M. Rubenstein – Co-founder of The Carlyle Group, philanthropist, TV host, and author of the new book How to Lead – as our guest on October 28, …
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Selling a Business Amidst a Global Pandemic? Now What?
You’ve spent years building your business. After decades of hard work and sacrifice, you are finally ready to enjoy the fruits of your labor and take some “chips off the …
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Managing Wealth: Striking the Balance Between Structure and Life
By Bill Rudnick, Senior Partner, General Counsel & Co-Head of Family Office Services; Sarah Simon, Director, Wealth Strategist and Wealth Advisor; and Josh Kanter, Wealth Strategist with Cresset The accumulation …
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Bridgeford Trust Company Podcast: Reinventing Wealth Management
David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with Cresset Capital Management, Avy Stein – Founder and Co-Chairman …
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Privacy in a Pandemic – 5 Steps to Keep Your Family Protected
With the onset of the COVID-19 pandemic, many of us are spending more time online than ever before. We are working online. Going to school online. Socially distancing together online. …
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Use it or (maybe) lose it: Consider utilizing the gift tax exemption
Changes are likely brewing when it comes to estate and gift tax exemption amounts, which could mean a significant reduction in how much wealthy families can transfer to rising generations …
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How to Raise Independent and Resilient Children
With the onset of COVID-19, many families are spending more time together than ever before. Work, school, and play for many of us have merged to become one. However, with …
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How to support adult children during the pandemic
The year 2020 has been unpredictable, humbling, and downright painful for many people around the world. Young adults just entering the workforce have been especially hard hit. Millennials are now …
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Cultivating Resilience: Lessons from Rowing the Atlantic
Have you ever rowed a boat? Exhausting, right? Now imagine rowing 3,000 miles across the Atlantic Ocean! That’s exactly what Max Breet and his four-man team did to beat 34 …
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Six Tips for Creating a Letter of Wishes
When developing an estate plan, many of our clients get so consumed by the “what” of that plan that they can miss the bigger picture. Who gets what in terms …
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How and when to plan for the sale of a business amid the pandemic
In response to the current pandemic and resulting economic crisis, many business owners are laser focused on doing everything they can to make sure their businesses are operating as efficiently …
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Women, how we can take control of the conversation
Does this sound familiar? You are in a meeting. You are met with the obligatory pleasantries and smiles, but once the topic turns to a substantive financial matter, the conversation …
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Could Converting to a Roth IRA Be Right for You?
TRADITIONAL VS ROTH IRA While there are several key differences between traditional and Roth individual retirement accounts (IRAs), including eligibility requirements and accessibility of funds contributed, the biggest difference is …
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Virtual Family Offices: Six Tips for Success
Outside of my work with Cresset, I run our family’s single family office. With the world adapting to the “new normal” of working remotely in response to the COVID-19 pandemic, …
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