We are pleased to announce that MeMe McNairy-Glenn has stepped into the role of Managing Director, National Strategic Growth.

We are thrilled to welcome Heather Pelant to Cresset! With more than 25 years of experience in investment advisory and financial strategy, Heather has overseen $2B in assets in her previous role.

We are excited to share that we have been awarded Best Firm Culture and Best Family Office Client Service Experience at the 2026 Private Asset Management Awards!

What is a multi-family office? Learn more about how a multi-family office can offer high-net-worth and ultra-high-net-worth families a deeply personalized range of services. Read more.

Tax-loss harvesting is often misunderstood as a seasonal exercise. Cresset Wealth Advisor Michael Bruno outlines why a proactive, year-round approach to tax-loss harvesting can play a meaningful role in improving after-tax outcomes over time.

Navigating business financing can be daunting with thousands of lenders to choose from. A Business Lending Advisor can help streamline the process by identifying and securing optimal loan options and terms to fit your needs. Learn more about working with a Business Lending Advisor.

Planning for summer may feel early, yet this is when the most meaningful opportunities take shape for teens and college students. Read more about how to best optimize your children's summer, while being mindful of short- and long-term career, education, and service goals.

Do you need a family office? Ask yourself: 1. Are you expecting a major liquidity event in the next few years? 2. Is managing complex finances becoming too much? 3. Are your heirs prepared to manage wealth? 4. Do you trust your advisor? 5. Are you confident in your wealth transfer strategy?

AI is transforming the M&A landscape by accelerating deal sourcing, enhancing due diligence, and sharpening post-transaction insights while elevating the role of human judgment. Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.

In a world where politics and religion can cause tension among family members, it can be challenging to find a way to disagree without dividing. Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.

We are thrilled to welcome Michael Ellington, Zach Gardner, Danique van der Velden, and their team to Cresset! Read more: cressetcapital.com/articles/new...

We are thrilled to welcome Jamie Gilbert, Jean Wright, Max Ripans and their team to Cresset! Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole. Read more: cressetcapital.com/articles/new...

What makes a great partnership? According to Grady Durham, Founder of Monticello Associates, the decision to join Cresset was all about cultural alignment. Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.

Navigating financing is complex, but a Business Lending Advisor can simplify it. Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.

In today’s financial advisory landscape, more advisors are stepping away from traditional structures and choosing independence through the Registered Investment Adviser (RIA) model. We explore what it really means to be an independent RIA and why more advisors are making this move every year.

Congratulations to Cresset Co-Founder Eric Becker on the publication day of his new book, "The Long Game!" The book is now available at your favorite bookseller. Learn more: cressetcapital.com/resources/lo...

Turning 18 is a significant milestone in your child’s life. Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.

Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security. Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.

A top cybersecurity threat facing high-net-worth families is business email compromise, a sophisticated scam in which attackers manipulate email systems to trick individuals into transferring funds or revealing confidential information. Read more on how to identify and prevent this.

Cresset was founded with the vision of becoming a 100-year firm, a legacy Co-Founder Eric Becker instilled from the start. In his new book, "The Long Game", he shares lessons from 100+ companies on building enduring success. Available Oct. 14. Learn more: cressetcapital.com/resources/lo...

Disagreement within a family isn’t a sign of dysfunction. However, how families navigate disagreement can either build trust or slowly erode it. Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.

Thinking about flying private? Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.

As interest in private lending has increased dramatically in recent years, there is much that investors and advisors new to the asset class need to know. Our latest article breaks it all down and provides advice on how to evaluate private lenders.

When it comes to sustaining wealth across generations, numbers alone don’t tell the whole story. Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.

The expectations that successful families have of their wealth managers have evolved dramatically in recent years. In our latest article, Dagny Maidman shares how she and her team are addressing the complex needs of multi-generational families, both today and for generations to come.

Prenups, when done well, can be thoughtful, equitable agreements that safeguard the assets and best interests of everyone involved. Yet, many couples still shy away from broaching the topic, let alone implementing an actual agreement. Learn more in our latest article.

Thinking about selling your business? There’s a lot to consider: valuation, timing, communication, transition management, cultural impact, and tax strategies. Read more about navigating this complex process.

Customized watercraft insurance is essential for protecting families with complex assets. Read more on how incorporating a vessel into a broader wealth strategy can strengthen asset protection, improve tax efficiency, and support succession planning.

Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security. Cresset's Michelle Chapin outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.

Think tax-loss harvesting is only something you do at year end? Think again. In our latest article, Cresset Wealth Advisor Michael Bruno details why tax-loss harvesting should be a year-round strategy, not just a year-end exercise.

Navigating financing is complex, but a Business Lending Advisor can simplify it. Cresset’s Alex Penning shares how the right partner helps secure optimal loan terms so you can stay focused on growing your business.

The tax benefits of the current lifetime gift exemption are undeniable, but the psychological pressure to act quickly can lead to rushed decisions. Cresset’s Family Governance team urge you to pause and consider your family values and the long-term impact of wealth transfers on future generations.

At Cresset, our True Fiduciary® Standards exist to help ensure you receive transparent advice focused on asset protection, growth, and helping you achieve the legacy you desire. Read about what it means to uphold genuine fiduciary standards and why it matters when selecting a financial advisor.

Selling a family business can be emotional, complex, and highly rewarding. By prioritizing clear communication, detailed planning, and alignment across stakeholders, families can achieve financial success while maintaining strong relationships.

In celebration of #FinancialLiteracyMonth, our Family Governance and Education team presents the Wealth Wise series - offering insights on how to begin young children’s financial literacy journeys and empower the next generation of wealth leaders.

Many people live, work, invest, and spend time in multiple states and even countries. As freeing as that flexibility is, it can lead to complicated state tax issues, with multiple states potentially claiming the right to tax your income. Here's what you need to know about changing domiciles.

For business owners contemplating a sale, there are a tremendous number of things you should know before selling a business. Read about the 6 most common things we believe business owners should know before exiting and selling a business. #BusinessExit #ExitPlanning

An estate plan is the necessary foundation before selling your business. Before you know how much wealth is available for transfer to your beneficiaries, you must determine how much you will need for yourself. This process begins by establishing your spending needs and goals.

The right time to begin planning your business sale is sooner than you think. Too many CEO Founders begin planning too late, or not at all. Many focus so much on daily operations that they neglect exit strategies. Planning and execution are key, even post-sale for wealth and legacy.

A solid, long-term financial plan is a roadmap for making informed decisions & navigating wealth challenges. Here are five important elements every plan should have: 1️⃣ Financial Independence Modeling 2️⃣ Tax Planning 3️⃣ Estate Plan 4️⃣ Insurance Protection 5️⃣ Regular Reviews

When two entrepreneurs couldn’t find a wealth management firm that met their families’ needs, they built it themselves. The result? A client- and employee-owned firm combining multi-family office sophistication with entrepreneurial agility to help families thrive across generations.