David Salsburg, Gresham’s President, was a panelist in Andersen’s national webinar held on November 9th titled “The Evolution of a Successful Family Office.” The panel of experts addressed investment, tax, legal, regulatory and other considerations a wealthy family would confront in the face of a global recession.
This webinar was the second in a three-part series Andersen held for its clients and friends, with experts like David providing advice based on their extensive experience serving wealthy families. David’s comments included:
Please contact your Gresham team member if you would like to learn more about this event.
Gresham Partners proudly sponsored for a seventh consecutive year The Community Table fundraising event for Greenhouse Scholars …
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.