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.

Meredith Mendes has joined the firm as a Principal and its Chief Operating Officer.

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.

Gresham logo