About this episode

David Weisburd interviews Eric Becker about the challenges and strategies of managing generational wealth through family offices.

What if the greatest threat to generational wealth isn’t bad investing—but the inability to think beyond the next liquidity event? In this episode, I sit down with Eric Becker, Founder and Chairman of Cresset, to discuss why he built a modern multi-family office after decades as an entrepreneur and investor. Eric explains the structural conflicts inside traditional wealth management, why most ultra-high-net-worth families lack true family office infrastructure, and how long-term thinking changes the way businesses, portfolios, and families compound over generations. We also explore governance, tax-aware investing, succession planning, and lessons from companies that have endured for centuries.

People in this episode

Host: David Weisburd

Guest: Eric Becker

Topics covered

• generational wealth
• family offices
• wealth management
• long-term thinking
• succession planning
• tax-aware investing

Keywords

• generational wealth
• family offices
• wealth management
• long-term investing
• succession planning
• tax-aware investing

Mentioned in this episode

Organizations: Cresset

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