Operations and Technology

Our Operations Team tracks client positions and transactions, captures and reconciles portfolio information on a daily basis and assists with reporting. Our Technology Team manages Gresham’s information systems and infrastructure and provides user support, which includes the externally provided virtual vault that holds financial documents our clients can access in a number of ways, including via an iPad application.

Compliance and Administration

Compliance works to ensure that Gresham adheres to the highest ethical standards, not merely the requirements imposed by applicable laws and regulations. Our Administration Team supports all functional areas of the firm.

Client Benefits

  • Appropriate safeguards are in place and followed.
  • Comprehensive reporting that provides a highly detailed view of the family’s wealth, often revealing undiscovered planning opportunities.