Cresset

When your wealth becomes more complex, traditional banking may no longer be enough.

In this guide, we outline key differences between a family office and a private bank, from fiduciary duty and fee transparency to investment access and long-term legacy planning.

Cresset is thrilled to share that we have been named to CNBC's first-ever Elite Advisor list.

What does it take to build something that truly lasts?

That is the question at the heart of "The Long Game Podcast," a new series from Cresset hosted by Eric Becker.

Through conversations with founders, CEOs, investors, and multi-generational leaders, the podcast explores stewardship, succession, culture, resilience, and the long-term decisions that shape enduring organizations

Subscribe and listen now.

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-long-game-with-eric-becker/id1896628025
Spotify: https://open.spotify.com/show/033g1SCSMkQQXnNfn2SQV9
Cresset YouTube channel: https://www.youtube.com/playlist?list=PLhZTXRm5h2cFDeIgIgMxd5xQWCocco1WT
Cresset website: https://cressetcapital.com/podcasts/entrepreneurs/?utm_source=facebook&utm_medium=social&utm_campaign=cam_fo_aw_tlgpod-launchday_facebook_social_all_none

https://youtu.be/dHsHoX8F0us?si=RPdQZPHWXmcBpIs_

The Long Game Podcast with Eric Becker There are more than 30 million businesses in the United States alone. Within ten years, nearly 70% will disappear, and in a century, fewer than half of one p...

With most estate plans, wealth transfer typically flows “downstream,” going from the parents or grandparents to the younger generations. But there is an interesting concept known as “upstream planning” that flips that concept on its head, and which may offer in significant tax benefits for the right families.

In our latest article, Cresset Managing Director Anne Novak explores this lesser-known strategy:

Upstream Planning: A Different Approach to Generational Planning Discover upstream planning, a strategy that shifts assets to older generations to secure a step-up in basis and reduce future tax exposure.