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’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 …

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

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

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

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

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.

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.

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