Kim Kamin, Gresham’s Chief Wealth Strategist, is featured in the Chicago Community Trust’s 2020 Annual Report as someone who creates value in connections. Kim was one of the first members of CCT’s Young Professional Advisory Committee and she now is a member of the its Professional Advisory Committee.

Kim Kamin, Gresham’s Chief Wealth Strategist, was elected President of the Chicago Estate Planning Council (CEPC) at its annual meeting …

Kim Kamin, Gresham’s Chief Wealth Strategist, will be a panelist on this June 9th webinar. Register by June 8th.

This Summary describes provisions of the Act that seem most applicable to our clients as individuals and business owners…

Gresham’s Chief Wealth Strategist, Kim Kamin, recently co-authored an article in Estate Planning that is based on the authors’ presentations at the 44th Annual Notre Dame Tax & Estate Planning Institute.

This article describes planning considerations and strategies for modern families who do not necessarily match the profile of past generations.

Kim Kamin, Gresham’s Chief Wealth Strategist, recently authored an article in Trusts and Estates describing wealth planning developments in 2019 and strategies for 2020. 

This article addresses impacts of tax law changes that become effective in 2018 and some recent cases affecting wealth transfer strategies. It also cautions wealth owners and their advisors to be alert to substantial tax law changes that are being proposed in this election year.

Kim Kamin, Gresham’s Chief Wealth Strategist and also editor and co-author of Tools & Techniques of Estate Planning for Modern Families, presented …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Wealth Planning Considerations for Modern Families at the National Association of Personal Financial Planners Event, which was held on October 2, 2019, at the Hyatt Regency McCormick Place in Chicago, IL.

Wally Head, Vice Chairman, led a panel on Pre-Transaction Planning and Kim Kamin, Chief Wealth Strategist, was a panelist at …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, moderated by David H. Lenok of Weakthmanagement.com; along with R. Hugh Magill of The Northern Trust; and Martin M. Shenkman of Shenkman Law, on Collaboration When Working With the Contemporary Family, which was held on September 26, 2019, at Notre Dame University, South Bend, IN.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on different approaches for modifying irrevocable trusts at Gresham’s 2019 Annual Client Event, which was held on September 19, 2019, at The Ivy Room, Chicago, IL.

Ted Neild, Gresham’s President and Chief Investment Officer, explained investment strategies we are pursuing to address …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with Wally Head of Gresham Partners, LLC; Tom Bonnel of BonnelQuest Advisors; and Randy Schwartz of Faegre Baker Daniels LLP, on Pre-Transaction Planning to Improve the Likelihood of a Liquidity Event, at The Gleacher Center in Chicago, IL on September 11, 2019.

Wally Head, Gresham’s Vice Chairman, explained how profits interest structures can be used by family offices to enhance …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a panel, which also consisted of Mutassem Daaboul, Canex Aluminum; Mary Galeti, Tecovas Foundation; and Lauren Thurin, Flat World Partners, on Leveraging Your Voice – Rising Gen Empowerment in Family Philanthropy, Business and Trust Matters, at The New School in New York, NY on July 26, 2019.

Sean Warrington joins Gresham Partners as Principal and Senior Investment Officer leading Gresham’s private investment activity.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning Considerations for the Modern Family at the FOX Family Office Forum, which was held on July 17, 2019, at the Swissotel in Chicago, IL.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented in a live webinar with David C. Blickenstaff of Schiff Hardin LLP, on Attorney-Client Privilege in a Team Environment, which was broadcast on July 10, 2019.

Gresham Partners proudly sponsored for a seventh consecutive year The Community Table fundraising event for Greenhouse Scholars …

Modern families take many forms, and estate planning professionals must advise them all. Part 1 of these materials described some of the distinct issues faced by a modern family. This Part 2 describes considerations
in drafting for flexibility and includes some sample language.

Our 2019 Annual Letter celebrates our coming of age (21) and describes our commitments to creative destruction, reinvention and …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning for the Modern 21st Century Family at the ALI-CLE Planning Techniques for Large Estates, which was held on April 4, 2019, at the Hilton Resort & Villas in Scottsdale, AZ.

Gresham has been named the “Best Multi-Family Office Between $5B and $15B AUM/AUA” by Family Wealth Report’s panel of industry experts

Modern families take many forms, and estate planning professionals must advise them all. This outline describes some of the distinct issues faced by a modern family. Given the wide range of configurations of the modern family, there may be more considerations than one may realize.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, moderated by Charles A. Redd of Stinson Leonard Street LLP, along with Professor Jeffrey A. Cooper of Quinnipiac University School of Law, and Pamela Lucina of The Northern Trust, at the American College of Trust and Estate Counsel Annual Meeting, which was held on March 24, 2019, at the LaQuinta Resort & Club, LaQuinta, CA.

We assess the opportunities and risks we see as the investment environment changes throughout the world …

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Planning Considerations for Modern Families at the Family Office Exchange Senior Management Council, which was held on March 1, 2019, at the W Fort Lauderdale Hotel in Fort Lauderdale, FL.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-hosted a live national audio webcast with Wendy Goffe of Stoel Rives LLP, on Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century, which was broadcast on January 30, 2019.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with Miriam Wogan Henry, Jones Walker LLP; and Daniel S. Rubin, Moses & Singer LLP, on Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving at the 53rd Annual Heckerling Institute on Estate Planning, which was held on January 17, 2019, at the Orlando World Center Marriott, in Orlando, FL.

Gresham Partners, a nationally recognized* independent investment and wealth management firm, has been ranked #4 in Barron’s 2018 Top 100 Independent RIAs.  Gresham moved up to the #4 ranking from #9 in 2017 and #13 in 2016.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Trust Structure for Investing and Fiduciary Considerations in Portfolio Construction, along with Ted Neild, President and Chief Investment Officer at Gresham Partners, LLC, at the South Dakota Trust Association Fall Forum, which was held on October 16, 2018, at Augustana University, Sioux Falls, SD.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with David Handler of Kirkland & Ellis, moderated by Susan Lipp of Wealthmanagement.com, to law students at Northwestern Pritzker School of Law on October 2, 2018 in Chicago, IL.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning Considerations Under the New Tax Act at Gresham’s 2018 Annual Client Event, which was held on September 26, 2018, at The Ivy Room, Chicago, IL.

Gresham believes that the opportunity set for investment in U.S. businesses has declined within public equity markets while it has increased in private equity markets.  This shift may justify a reassessment of asset allocations between public and private investments.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Estate Planning for Modern Families at the American Law Institute-Continuing Legal Education Estate Planning in Depth Summer Program, which was held on June 25, 2018 in Madison, WI.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Bringing It All Together – Case Studies at the Family Office Exchange Trustees & Beneficiaries Workshop, which was held on June 20, 2018 at the Metropolitan Club in Chicago, IL.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented at the Illinois Institute for Continuing Legal Education, 61st Annual Estate Planning Short Course, on the topic of Estate Planning as a Team Sport: Attorneys, Accountants and Other Advisors Working Together – Are Your Communications Privileged?

This year’s Annual Letter provide an update on our firm and shares thoughts regarding various topics, including our 20th Anniversary as an independent investment and wealth management firm and the reasons for that notable accomplishment.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, moderated a national webinar on behalf of The American College of Trust and Estate Counsel, for ALI-CLE titled “Attorneys and Other Advisors Working Together: Are Your Communications Protected?”

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Wealth Planning Considerations for the Modern Family” at the Private Wealth Management Summit, which was held on March 15, 2018 at The Venetian in Las Vegas, NV.

We share our views on how investors should act in the face of expected changes in global central bank policies and current elevated asset prices.

Here is the letter Ted Neild, Gresham’s chief investment officer and president, sent Gresham clients and other friends highlighting this year’s Annual Outlook.

Gresham enjoys keeping a low profile, so it was a departure for Ted Neild, our president and chief investment officer, to participate in a conversation with the chief investment officers of two other financial advisory firms for an article published in The Wall Street Journal this past December titled Where to Put Your Money in the Next Year.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Estate Planning for the Modern Family” at the Sacramento Estate Planning Council Technical Forum.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke at the Greater North Shore Estate & Planning Financial Council. Her topic was Estate Planning in Times of Uncertainty.

How are investment risks and potential returns changing in India? Are investment opportunities there comparable to those in other developing markets?

Gresham ranks #9 in Barron’s 2017 Top 100 Independent RIAs listing based on assessments of assets, revenue and quality of practice, not explicit investment performance or actual client experience.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel discussion with other members of the Trusts & Estates Advisory Board, David Handler and Marty Shenkman, at the 43rd Annual Notre Dame University Tax & Estate Planning Institute.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, acted as moderator, joined with speakers Terrence Franklin (Sacks, Glazier, Franklin & Lodise), Jon Scuderi (Goldman, Felcoski & Stone) and Michael Simon (Gunster, Yoakley & Stewart) at the American College of Trust and Estate Counsel’s Fall 2017 Meeting in Nashville, Tennessee.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke on a panel about Multi Family Offices vs. Private Wealth Management at the 2nd Annual Real Estate Family Office and Private Wealth Management Forum (Midwest), at the Hyatt Magnificent Mile, Chicago, IL on September 25, 2017.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke on a panel about “Wealth Planning in Times of Tax Uncertainty” at the Private Wealth Midwest Forum, taking place at The University Club of Chicago, on August 15, 2017.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on Planning for the Modern Family at the Tax Planning for High Net Worth Clients Symposium held for CPA firms. The program was sponsored by BKD LLP, CliftonLarsonAllen LLP, Crowe Horwath LLP and Keebler & Associates LLP, and it took place at the Gleacher Center in Chicago, IL.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented a review of the fundamental trustee duties –an important periodic exercise for those involved in administering trusts– and discussed trustee duties and powers in the context of the rapidly changing statutory  environment and trends in trust design, at the Andersen Tax Family Office Roundtable.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, spoke at the Family Office Exchange Senior Management Council. As the traditional nuclear family has changed because of evolving social and legal norms, there are implications for family offices and dynastic wealth in family governance, how services are provided, how existing trusts are interpreted and how new estate planning instruments are drafted. The discussion included the impact of divorce and marital status, defining descendants, artificial reproduction technologies, posthumous reproduction and much more.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented via a Webcast on Trust Planning for Divorce and Blended Families at ICLE Michigan in Plymouth, MI. The presentation addressed (1) Trust Planning for Divorce and Blended Families; and (2) Using Nuptial Agreements Effectively.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Planning for the 50%: Selected Trust Issues Relating to Divorce and Remarriage” at the 65th Tulane Tax Institute in New Orleans, LA.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel discussion with other members of the Trusts & Estates Advisory Board on Comparing Different Trust Administrative Structures at the 42nd Annual Notre Dame University Tax & Estate Planning Institute. Her topic was Private Trust Companies.

 

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Planning for Divorce and Remarriage”.  The program was sponsored by BKD LLP, CliftonLarsonAllen, LLP, Crowe Horwath LLP and Keebler & Associates LLP, and it took place at the Gleacher Center in Chicago, IL.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or at 312-960-0200.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co‐presented on “Family Offices (Multiple Models)” at The American College of Trust and Estate Counsel – Summer 2016 Meeting on June 18, 2016.  The session addressed the definitional issues involved when discussing family offices and their common flavors (single family offices, multi‐family offices and virtual family offices). The program took place at The Westin Copley Place, Boston, MA.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or at 312‐960‐0200.

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