Cresset

Elevate your understanding of growth, leadership, and legacy. In this special year-in-review edition, we highlight insights from 2025, strengthening family culture, preparing the next generation for success, and understanding the importance and benefits of creating an ethical will. Subscribe to stay informed and inspired.

Join us today at 11 a.m. CT as members of Cresset's Tax team offer a clear, timely walkthrough of the new provisions in the OBBBA that are most likely to influence your planning decisions. RSVP here: https://lnkd.in/gUrhM2Gz

Cresset’s 2026 outlook anticipates fiscal stimulus early in the year and easier Fed policy by midyear. Despite typical midterm-year volatility, we expect diversified allocations across equities, fixed income, and alternatives to help manage risk while capturing the benefits of coordinated policy support. Equity performance should broaden as lower financing costs aid smaller and undervalued sectors. Intermediate-term fixed income and private credit may also be well positioned. The key takeaways: • Dovish monetary policy, including potential accelerated cuts, appears likely regardless of Fed leadership • The Fed must provide compelling economic justification for policy moves to assure markets of its independence • Projected fiscal stimulus in Q1 and easier monetary policy in Q2 establish a favorable backdrop for equities over the subsequent 12 months. Read more from Jack Ablin, CFA in this week's Market Update: https://lnkd.in/gdpUxT4D

Join us today at 3 p.m. CT as Jack Ablin, CFA and Douglas P. Regan discuss the shifting economic landscape in our final Market Update of 2025. RSVP: https://lnkd.in/gtRT5k9d

Join us on December 16 at 3 p.m. CT for a conversation with Susan Crown, Visionary Philanthropist, Investor, and Founder of the Susan Crown Exchange. Susan will join Cresset Chief Growth Officer Jessica G. Malkin and Head of Family Governance Whitney Webb to explore how families can anticipate emerging issues, align giving with their values, collaborate for more meaningful impact, and build a lasting philanthropic legacy. RSVP here: https://lnkd.in/gwFfzaz9

What drives your philanthropy? Aligning your giving with authentic motivation, whether rooted in personal experiences or family values, can turn it from a transaction into a more intentional experience. Learn more about purpose-driven giving and discover how to help make a lasting difference with Cresset’s Head of Family Governance Whitney Webb: https://lnkd.in/gc_vcA2Y 

This November, Cresset welcomed families and guests to Atlanta for our annual Family Collective event. The evening featured a market discussion with Chief Investment Strategist Jack Ablin, CFA, an engaging session on The Art of Life led by Director of Family Governance Sarah Hughes, and a thoughtful conversation on the future of artificial intelligence with global expert Nina Schick. For more information on our Atlanta-based team, visit our website: https://lnkd.in/gSdvXXmm

As more Millennials and Gen Z entrepreneurs launch and eventually sell businesses, they are carving their own unique path in how they find purpose and identify after an exit. In our latest article, Cresset Director of Family Governance Sarah Hughes explores strategies to successfully navigate this transition and how this next generation of entrepreneurs is charting their own course. Read more: https://lnkd.in/gzTS2NvF

My father was known as the “King of Christmas.” For more than five decades, he brought joy to children across America with elaborate holiday displays, beloved characters, and his own unmistakable twinkle in his eye. He built a magical business from scratch, blending creativity with grit. He was, in every way, a founder. But, like many entrepreneurs, he had no plan for what would come next - no financial plan, estate plan, or clear succession path. As a result, his later years were far more difficult than they should have been. His story is not uncommon. Too often, founders pour themselves entirely into building their business, but do not invest the time in personal planning and succession, or exit. They underestimate the emotional and structural toll of a lack of planning, and overestimate that it will just work out over time. This season, as I reflect on his legacy, both the wonder he created and the difficulties he endured, I am reminded that succession is not just a financial decision. It is an important responsibility, a way of honoring those we lead, caring for teams and customers, and shaping your legacy. Last holiday season, I shared more about my dad’s journey and the lessons it left with me - about legacy, stewardship, and preparing for what comes next. I invite you to read it: https://lnkd.in/enkNaSKD If our team at Cresset can be helpful to you or your family in that work, we would be honored to support you. https://lnkd.in/eVUSnGCJ

As 2025 draws to a close, thoughtful tax planning carries particular weight. New provisions within the OBBBA, paired with several year-end developments, are reshaping how families, business owners, and investors should approach the months ahead. Join us on December 10 at 11 a.m. CT as Richard Lowry, JD, LL.M. (Tax) and Tom Lenz of Cresset's Tax team will offer a clear, timely walkthrough of the changes most likely to influence your planning decisions. RSVP here: https://lnkd.in/g-Dk8_vy