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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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Browse Topics

Insights

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

By Anne Paape, J.D., Managing Director and Head of Wealth Strategy for Cresset When an entrepreneur or […]

Family Office vs. Private Bank: A Guide for Entrepreneurs

Designing Forward: Meaning, Curiosity, and the Practice of a Well-Lived Life

Riding Forward: Understanding E-Bike Liability and Insurance Considerations

Next Gen Success: Building Trust & Credibility

Entrepreneurs

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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

Selling a Business in a High-Interest Rate Environment: 6 Tips Business Owners Need to Know

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

Board Of Directors Best Practices Guide

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

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

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

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

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

Cresset Appoints Lucas Huizar as General Counsel

Cresset Appoints Mark Tremblay as Head of Family Office Services

Cresset Expands Denver Office with Hire of Wealth Advisor with $1 Billion in Assets Under Advisement

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Family Office vs. Private Bank: A Guide for Entrepreneurs

Designing Forward: Meaning, Curiosity, and the Practice of a Well-Lived Life

Market Update 5/26/26: When the Risk-Free Rate Reflects Higher Risk

Market Update 5/19/26: Three Forces Reshaping the Inflation Outlook

Riding Forward: Understanding E-Bike Liability and Insurance Considerations

Market Update 5/12/26: Economic Risks of a Prolonged Hormuz Closure

Market Update 5/5/25: Hyperscaler Capex: A Confidence Signal Worth Following

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