Gresham Partners helped Greenhouse Scholars surpass its fundraising goal of $350,000 at its recent 2020 Rally for Our Future fundraising event. Gresham has supported Greenhouse Scholars since 2013 both financially and through the direct involvement of many members of Gresham’s team.
Wally Head, Gresham’s Vice Chairman, is an active member of the Ultra-High Net Worth Institute’s Advisory Board, and Kim Kamin, Gresham’s Chief Wealth Strategist, was recently appointed Domain Chair for the Estate Planning and Legal content that is curated or developed by this newly established educational non-profit Institute. Wally and Kim also are members of the Institute’s Leaders Council, and Gresham is a firm member of the Institute.
The National Underwriter Company, a division of ALM Media, LLC, recently introduced a book titled “The Tools & Techniques of Estate Planning for Modern Families”, which was designed and created by Gresham Partners’ Chief Wealth Strategist, Kim Kamin.
Kim Kamin co-presented a Trusts & Estates webinar titled “Planning Considerations for the Post-Nuclear Family” on Dec. 8th