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 Partners, LLC, an independent investment and wealth management firm managing over $8 billion* for select families and family offices located nationally, today announced the selection of five new partners. The new partners have been promoted from within the firm and were selected based on the value they have delivered for clients during their tenure and most recently in a year defined by a global health crisis and unprecedented activity for the firm and its clients.

This research piece contains our impartial survey of the crypto landscape, including a review of the basic concepts of blockchain and Bitcoin, and a description of the roles Ethereum, DeFi and NFTs may play in “Web 3.0”. It highlights a few use cases that are most interesting to us and also contains several curated links and a list of additional readings.

CHICAGO, IL, October 25, 2021 – Gresham Partners participated in Greenhouse Scholars’ recent 2021 Glass Half Full virtual event during which 549 donors contributed $430,000. Gresham helped raise over $42,000 of that amount!

Greenhouse Scholars is an educational nonprofit organization that wants students to feel the power of opportunity, choice and belief. They level the playing field so students of all backgrounds can live a life of their choosing. Their Scholars are outstanding college students from under-resourced families and communities who are determined to create a better future for us all.

Gresham Partners has supported Greenhouse Scholars since 2013, both financially and through the direct involvement of many members of Gresham’s team who have served as reviewers of Scholar-candidates, sponsors and mentors.

The exciting 2021 Glass Half Full Event fundraising event was hosted by Andra Pool, Chief Relationship and Community Officer, Jessica Hogan, Chief Operating Officer, and Reggie Rivers, a former Denver Bronco. The event shed light on “The World We Want” through the eyes of Scholars, mentors and sponsors, and how Greenhouse Scholars has helped Scholars achieve their dreams.

Listen here to Ted Neild, Gresham’s Principal, Chief Executive Officer and Chief Investment Officer, explain why he and Gresham believe in and support Greenhouse Scholars.

To watch the replay of the event click here and to learn more about Greenhouse Scholars visit its website here.

Gresham is proud to support the new Center on Law and Finance at the Law School of The University of Chicago. Kim Kamin, Gresham’s Chief Wealth Strategist and a graduate of the Law School will serve on the Founders’ Committee for the Center.

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 …

Kim Kamin, Gresham’s Chief Wealth Strategist, recently co-authored an article in BNA’s Tax Management Estates, Gifts and Trusts Journal titled “Perspectives on Planning for Personal Property”. 

The article was derived from the authors’ presentation at the 46th Annual Notre Dame Tax & Estate Planning Institute.

Kim Kamin, Gresham’s Chief Wealth Strategist, recently co-authored an article in Trusts & Estates titled “Unequal Inheritances: A Final Parental Communication”.

The article addresses considerations and implications of leaving unequal bequests to children, including what “equality” means in this context.

Gresham Partners, LLC, announced several well-deserved promotions. These changes recognize the significant contributions these employees have made to Gresham and their exemplification of Gresham’s core traits.

Joe Richardson has been promoted from Controller to Manager of Investment Operations and Finance. Joe has done an excellent job as Controller in managing and developing a team, executing on the investment team’s strategies, supporting our clients and the client service team through the entire investment life cycle, and overseeing the Firm’s financials and ownership activity.

Vin Mathew has been promoted to Controller, having served as our Assistant Controller since joining Gresham in 2014. Vin will become more involved with the Firm’s budgeting, forecasting and annual audit, and he will continue to be heavily involved with investment operations and investment partnership annual audits.

Emily Reinke has been promoted to Senior Custodian Operations Analyst. In her 3+ years with Gresham, Emily has refined the custody operations function, helped hire and train new employees, taken on the billing process, and supported the client service team, operations team and compliance function. In this new role, Emily will apply her knowledge and experience to continue to reinvent and improve processes within and outside her team.

Christina Pucek and Jeff Wille have both been promoted to Senior Associate. Their promotions reflect the outstanding job they have done with their clients, serving as leaders in the Associate group and consistently identifying opportunities to improve our processes and procedures. In their roles as Senior Associates, they will continue to deepen their technical knowledge, develop their presentation expertise and serve as leaders among the Associates.

These changes recognize the significant contributions these employees have made to Gresham and their exemplification of Gresham’s core traits.

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.

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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