The holiday season is an ideal time to discuss creating an ethical will with your family. An ethical will is a personal letter that conveys your family history, values, goals, and heartfelt wishes to your loved ones. Cresset Co-Founder Eric Becker and his sons, Greg and Jake, share their insights on the meaningful legacy an ethical will can create. https://lnkd.in/gQVbQ9e7
Cresset
Financial Services
Chicago, IL 21,363 followers
Boutique Family Office & Private Wealth Management. Serving CEO Founders, Entrepreneurs, Partners, and UHNW Families.
About us
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $60 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA Firm. Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors. For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/
- Website
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http://www.cressetcapital.com
External link for Cresset
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2017
Locations
Employees at Cresset
Updates
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Congratulations to Cresset President and Chief Operating Officer Susie Cranston, who was honored as a recipient of the Commonwealth Club World Affairs inaugural Leadership Award! Susie Cranston is recognized as the inaugural recipient of the leadership award by the Commonwealth Club World Affairs for her innovation and forward-thinking mindset within the financial services industry. Cresset paid no application fee to participate. https://lnkd.in/gMby4ZRm
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With the holidays approaching, many philanthropic families face challenges in engaging the next generation in charitable activities. Cresset’s Managing Director of Family Governance Whitney Webb suggests modeling generosity joyfully as one of six strategies to inspire kids to participate in philanthropic giving. https://lnkd.in/eQE_z2eq
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Cresset Managing Directors and Wealth Advisors Wen Nottebohm, CFP® and W Janet Dougherty, CFA attended the Barron's Women's Advisor Summit, where Cresset President Susie Cranston opened the first night with an inspiring interview featuring the legendary Goldie Hawn.
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Momentum, when combined with valuation, can be an effective timing tool—particularly when an overvalued market begins to lose steam. The key takeaways: • Stocks are now 20%+ overpriced, with a 10-year forecast return below the BBB bond yield. • Valuation alone is not a timing tool. • Momentum helps identify when a market is starting to decline. • Together, momentum and valuation serve as an important timing tool, particularly in an expensive market. • Long-term, tax-insensitive investors should consider tilting away from equities, or rebalancing to strategic targets, while short-term investors should monitor momentum. Read more from Jack Ablin, CFA in this week's market update. https://lnkd.in/gBScVRBx
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Candid and ongoing conversations with your family members are vital to wealth preservation. Cresset Managing Director Paul Tramontano explains why transparency and communication are critical for ensuring a successful transfer of wealth across generations. https://lnkd.in/gMJi_irT
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Cresset Chief Investment Officer Jack Ablin, CFA joined Oliver Renick on Schwab Network to share his perspective on the S&P 500's recent all-time high and how it will make bonds more favorable to investors. https://lnkd.in/gcAPZ7SG https://lnkd.in/gSs7WfGZ
Overvalued SPX & Big Tech Makes Bonds More Favorable to Investors | Schwab Network
schwabnetwork.com
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The holiday season is a perfect time to sit down with your kids and start talking about money. Rachel Gil (Blank), Cresset's Director of Family Governance and Education, shares best practices on how and when to start the conversation about money with your children. https://lnkd.in/gkUicTQ2
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Cresset offers experienced advisors the opportunity to break away and establish their own business while leveraging the support and resources of a top-tier wealth management firm. Erik Ralston shares why Cresset was the perfect choice for him and his team. Learn more about breakaway advisor opportunities on our website: https://lnkd.in/gm5wTiPS
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The best time to start estate planning isn't when you're ready—it's now. During his own estate planning, Cresset Co-Founder Eric Becker identified four unexpected benefits estate planning offers entrepreneurs. Read about these four benefits in Eric's recent article. Request our Estate Planning checklist here: https://lnkd.in/gk2M2XYZ
A wake-up call at 33,000 feet changed how I think about estate planning forever. As turbulence shook our plane, my thoughts weren't on my business—they were on my wife Jill and our baby boy waiting at home. That day taught me that estate planning isn't just another item on a to-do list—it's about protecting the people and legacy we care about most. The best time to start estate planning isn't when you're "ready"—it's now. Whether you're a young founder or a seasoned entrepreneur, laying these foundations early opens doors to opportunities you might never have considered. What's your take on estate planning? Have you taken steps to protect your legacy?