October 1, 2021

CEO Founders: How To Defer Taxes When Selling A Business

The genesis behind the Opportunity Zone legislation traces back to an unlikely cohort of bipartisan lawmakers, conservatives and young philanthropic multi-billionaires. The engine behind the idea was Sean Parker, of Napster fame, the original president of Facebook, who a decade earlier approached a few senators from the states with the largest concentration of run-down neighborhoods and highest inner-city poverty rates.

October 1, 2021

CEO Founders: Do You Need a Family Office? 5 Questions to Ask Yourself

As a CEO Founder, you’ve likely been so focused on growing your business and taking care of your team that your own finances and wealth planning have been pushed to the back burner. I can certainly relate to that. Before launching Cresset, I spent decades building successful businesses but found little time to take care of my own increasingly complex financial needs.