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Family Office Articles & Thought Leadership

Explore Cresset’s collection of thought leadership, insights, and firm news.

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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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A Conversation on Building for the Future with Monticello Associates Founder Grady Durham

Building for the Future: A Conversation with Monticello Associates Founder Grady Durham

When Cresset announced a strategic combination with Monticello Associates, one of the nation’s most respected investment consulting […]
How To Protect Your Family From Email Compromise

How to Protect Your Family from Email Compromise
Private Aviation: What You Need to Know Before Flying Private

Private Aviation:  What You Need to Know Before Flying Private
The Expansion of Private Lending

The Expansion of Private Lending: Key Considerations for the Individual Investor
Disagreeing Well A Skill for Generational Stewardship

Disagreeing Well: A Skill for Generational Stewardship

Entrepreneurs

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What to Know About Working with a Business Lending Advisor

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

By Alex Penning,  Managing Director, Head of Banking and Lending As a business owner, your time is […]
3 Key Steps fo a Successful Buyout

Selling a Family Business: 3 Key Steps for a Successful Buyout
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
What Entrepreneurs & Business Owners Need to Know About Direct Lending

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

CTA: What You Need to Know About the Corporate Transparency Act, effective January 1, 2024
A Conversation on Building for the Future with Monticello Associates Founder Grady Durham

Building for the Future: A Conversation with Monticello Associates Founder Grady Durham
Market Update: AI and the Job Market: Disruption, Transformation, Opportunity

11/4/25: AI and the Job Market: Disruption, Transformation, Opportunity  
How To Protect Your Family From Email Compromise

How to Protect Your Family from Email Compromise
Market Update: Spotlight on U.S. - China Trade Relations

10/29/25: Spotlight on U.S. – China Trade Relations
Market Update: Navigating Current Challenges in the Private Credit Market

10/23/25: Navigating Current Challenges in the Private Credit Market
RIA vs. Broker-Dealer: What's the Difference?

RIA vs. Broker-Dealer: What’s the Difference?
Market Update: Previewing 3Q 2025 Earnings Season

10/14/25: Previewing 3Q 2025 Earnings Season
What Is an Independent RIA?

What Is an Independent RIA?
Market Update: The AI Wave: Potentially Transformative, or Potentially a Bubble?

10/9/25: The AI Wave: Potentially Transformative, or Potentially a Bubble?
Forbes Top RIA Award 2025

Cresset Climbs to #10 Spot on Forbes’ List of America’s Top RIA Firms
Market Update: Drivers and Implications of US Dollar Decline

10/1/25: Drivers and Implications of U.S. Dollar Decline
Market Update: The Fed's Dilemma: A K-Shaped Economy

9/23/25: The Fed’s Dilemma: A ‘K-Shaped’ Economy
Market Update: The Market Implications of Fed Rate Cuts

9/17/25: The Market Implications of Fed Rate Cuts
Barron's Top RIA Award 2025

Cresset Ranks #2 in Barron’s 2025 List of the Top 100 RIA Firms
Market Update: Comprehensive U.S. Labor Market Analysis: Cooling Amid Structural Transformation

9/9/25: Comprehensive U.S. Labor Market Analysis: Cooling Amid Structural Transformation
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8/27/25: An In-depth Look at the U.S. Housing Crisis
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