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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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Choosing the Right Multi-Family Office

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

High-net-worth families have a lot at stake when it comes to their finances. This makes selecting the […]
AI in Action

AI in Action: How Artificial Intelligence is Reshaping Mergers and Acquisitions
How Families Can Disagree Without Dividing

When Politics, Religion, and Philanthropy Collide: How Families Can Disagree Without Dividing
Life After The Exit

Life After the Sale: A Therapist’s View on How Millennials and Gen Z are Finding Purpose After an Exit
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

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
Board of Directors Best Practices Guide

Board Of Directors Best Practices Guide
The Twin Pillars of Fragility: AI Capex and Wealth-Driven Spending

Market Update 2/19/26: The Twin Pillars of Fragility: AI Capex and Wealth-Driven Spending
Choosing the Right Multi-Family Office

Choosing the Right Multi-Family Office: 5 Criteria for Families of Significant Wealth
1200x628 Article Email 1

Market Update 2/10/26: Stimulus Meets a Skeptical Fed: A Reacceleration Check
Forbes Top Women Wealth Advisors Award 2026

Forbes Names 13 Cresset Advisors to its Top Women WealthAdvisors List for 2026
Taking the Pulse of the U.S. Labor Market

Market Update 2/4/26: Taking the Pulse of the U.S. Labor Market
Current Outlook on Gold: What’s Behind the Surge?

Market Update 1/27/26: Current Outlook on Gold: What’s Behind the Surge?
Four Forces Shaping Markets in a Holiday-Shortened Week

Market Update 1/21/26: Four Forces Shaping Markets in a Holiday-Shortened Week
Market Update: Policy Uncertainty and the Return of the “Sell America” Trade

Market Update 1/13/26: Policy Uncertainty and the Return of the “Sell America” Trade
Market Update Navigating Divergence, Stimulus, and AI Reality

Market Update 1/7/26: Navigating Divergence, Stimulus, and AI Reality
Market Update: 2026 Outlook Is AI a Bubble?

Market Update 12/17/25: 2026 Outlook: Is AI a Bubble?
AI in Action

AI in Action: How Artificial Intelligence is Reshaping Mergers and Acquisitions
Double-Barreled Stimulus Could Boost Both Growth and Inflation

Market Update 12/9/25: Double-Barreled Stimulus Could Boost Both Growth and Inflation
How Families Can Disagree Without Dividing

When Politics, Religion, and Philanthropy Collide: How Families Can Disagree Without Dividing
Market Update: Consumers Spend Big, But Caution Lingers Beneath the Surface

Market Update 12/2/25: Consumers Spend Big, But Caution Lingers Beneath the Surface
Cresset Welcomes New Advisory Team

Cresset Expands Presence in Houston, Welcomes Advisory Team with $1.4 Billion in AUM
Market Update: Data Deluge Tests Market and Fed Resilience

Market Update 11/26/25: Data Deluge Tests Market and Fed Resilience
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