Integrated Wealth Management Investment Management Estate and Wealth Transfer Planning Family Office Services				Estate and Wealth Transfer Planning For people of substantial means, investing and planning for the passage of wealth cannot be separated. We give both activities the attention they deserve. Integration is the key to conserving assets over generations and ensuring that families reach their financial and personal goals. We consider each client’s estate and wealth transfer concerns from the start— in drafting investment goals and setting investment policies. We review all estate planning documents and summarize essential terms and their effects on beneficiaries, including losses to estate taxes, the income that will be available, and the right of beneficiaries to manage or control the assets. Children’s estate plans are coordinated with their parents’ plans. Periodic reviews of plans and documents keep them up-to-date. We are alert for opportunities to advantageously transfer wealth created by appreciating assets to future generations or to philanthropy. Philanthropic Planning For a number of our clients, wealth transfer planning includes planning for philanthropic activities. We are experienced in coordinating estate and philanthropic planning, and in using philanthropy as part of a broader family education program. We have helped to develop philanthropic policy statements and philanthropic strategies. We can identify the most tax-efficient means to apply your assets and help find ways to administer charitable giving, including developing specific terms and conditions for major grants. Gresham's Advantage Value is a matter of focus. We know that estate, wealth transfer and philanthropic planning are among our clients’ central concerns, so we have made them an area of expertise. Our in-house professionals work as a team with your attorney and other advisors to improve estate planning, avoid unforeseen consequences and ensure the best for your family. Which is what you have worked for all along.
	We provide uncompromised investment advice.

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