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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Insights

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The New Estate Planning Question Every Family Office Should Be Asking

Why family offices and ultra-high-net-worth families are redefining what a successful estate plan looks like There was […]

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

Wealth Management Is Emotional Work: How Uncertainty, Behavioral Biases, and Family Dynamics Shape Financial Decisions

Understanding Trustee Duties and Discretionary Distributions

Conversation with Paul Tramontano

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

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

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

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

A year after the banking turmoil thumbnail

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 New Estate Planning Question Every Family Office Should Be Asking Thumbnail Image

The New Estate Planning Question Every Family Office Should Be Asking

Market Update 9/8/26: The Week Ahead: Oil, Inflation, and the Fed’s Narrow Path

Market Update 9/1/26: Dollar Debasement and Gold

When Adult Children Need Their Own Insurance Strategy

Beyond College: When Adult Children Need Their Own Insurance Strategy

Market Update 8/25/26: NVIDIA Earnings: What Investors Need to Know

Gators announcement

Cresset Expands to Boca Raton, Welcomes $4 Billion Advisory Team

Wealth Management Is Emotional Work: How Uncertainty, Behavioral Biases, and Family Dynamics Shape Financial Decisions

Market Update 8/18/26: The U.S. Consumer and Labor Market: Cracks Beneath the Surface

Understanding Trustee Duties and Discretionary Distributions

Conversation with Paul Tramontano

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

Market Update 8/10/26: The Macro Case for Securitized Residential Second Mortgages

Heather Pelant

Women Aren’t Just Underserved by Wealth Management. They May Be Paying for It.

Market Update 8/5/26: An Analytical Framework for TIPS Investing

Cory Boggs

Cresset Expands Santa Barbara Office with Hire of $600+ Million Advisor Cory Boggs

Q and A with Dan Gilbert

Why a Former $1.8 Billion Goldman Advisor Made the Move to the Independent Space: A Conversation with Cresset’s Jamie Gilbert

Market Update 7/28/26: The Evolving Role of Bonds as Rates Rise