Gresham Partners has been selected by an independent panel of experts as the winner of the Outstanding CIO (Chief Investment Officer) Award and named Highly Commended for Wealth Planning in the 9th Annual Family Wealth Report Awards.

Gresham has been selected as the winner of the Wealth Planning Award in the 8th Annual Family Wealth Report Awards. This is Gresham’s fourth FWR Award in the past five years, with Gresham also winning …

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.

Gresham is very proud that two of our Client Advisors, Les Carter and Justin Gullman, have been honored as recipients of the Family Wealth Alliance’s 2020 Young Professionals in Family Wealth Award. This recognition honors family wealth professionals under age 40 who have demonstrated success in their careers and made significant contributions to this very specialized segment of the wealth management industry.

Tom Livergood, Founder and CEO of the Family Wealth Alliance said “Our nominees were outstanding this year. These winners are the rising stars of family wealth management and give me great optimism about the future of our industry.”

David Salsburg, Head of Client Service at Gresham commented that “Les and Justin epitomize our Client Advisors’ combination of talent, training, experience and commitment to client service and their clients. We are very pleased they received this well-deserved recognition.” 

A panel of six independent judges reviewed the nominations and selected the 25 winners.  Gresham was one of only four firms to have two winners selected. 

Here are links to recordings of comments by Les and Justin after being announced as winners of this prestigious award.  

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, has been elected to the American College of Trust & Estate Counsel’s governing …

Gresham named the 2020 Best Wealth Planning – Other Organizations firm by Family Wealth Report’s panel of industry experts, after…

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

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.

Dean Daniel B. Rodriguez, of the Northwestern University Pritzker School of Law, recently announced that Kim Kamin, Gresham’s Chief Wealth Strategist and one of its Principals and client Advisors, has been awarded the 2016/2017 William M. Trumbull Lectureship. Since it was established in 1977, there have been only 11 past recipients of this honor.

Ms. Kamin started teaching at the Law School in 2003. She has taught Advanced Trusts and Estates, Fiduciary Income Tax, and for the past three years, Estate Planning in a course through the LLM in Tax Program that is cross listed for law students.

Dean Rodriguez thanked Ms. Kamin and others who were appointed to named professorships for their hard work and commitment to the Law School’s core teaching and research mission. The chair to which Ms. Kamin was named was established by the estate of William M. Trumbull who was a member of the Law School’s faculty from 1952 to 1965.

Prior to joining Gresham, Ms. Kamin was a partner with a large Chicago-based law firm where for many years, she advised clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection, and philanthropic issues. Ms. Kamin received her BA from Stanford University and her JD from the University of Chicago Law School.

Gresham’s new Chief Wealth Strategist, Kim Kamin, was recently selected by her legal peers for the inclusion in The Best Lawyers in America© 2015 both in (1) Trusts and Estates, and (2) Litigation – Trusts and Estates for the fifth consecutive year. While Kim is no longer practicing law in her role here and we expect such accolades in the legal arena to taper off in future years, Gresham is nonetheless pleased to have her experience and skill sets recognized in this way and available to our clients as a resource.

Kim Kamin was honored by Francis W. Parker School Alumni Association on June 5, 2014, for her 15 years of leadership. The Chicago Alumni and Friends Event hosted at Leonard Goodman’s home honored Ms. Kamin, outgoing Alumni Association president and a dedicated leader in the group, which seeks to actively engage the alumni community and promote lifelong relationships with one another and with the school. Ms. Kamin is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. She helps lead Gresham’s development and implementation of estate, wealth transfer, philanthropic and fiduciary planning activities, and advises clients. Ms. Kamin is also actively involved with various professional organizations and writes and speaks on topics related to wealth planning and management. Francis W. Parker School is an independent school in Chicago that serves students from junior kindergarten through high school. The school, based on the educational philosophies of John Dewey and Colonel Francis Wayland Parker, emphasizes education for character, community and citizenship.

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