06.08.2026

Gresham Partners Named Finalist for Two 2026 Wealth Management Industry Awards

CHICAGO, June 9, 2026 — Gresham Partners, a nationally recognized, independent wealth management firm serving a select group of ultra-high-net-worth families, today announced that it has been named a finalist for the 2026 Wealth Management Industry Award (the “Wealthies”) in two categories: Thought Leader of the Year for Kim Kamin and Estate Planning Thought Leadership for the Wealth Strategy Team.

As Chief Wealth Strategist at Gresham, Kamin guides clients on estate-planning strategy, trust and estate administration, philanthropy, and family learning, balancing client work with her active schedule as a speaker, writer, and contributor to numerous nonprofit advisory committees, including the editorial advisory board for Trusts & Estates.

“Kim is a true leader in estate planning for the modern family, having literally written the book on the subject,” said Gresham Partners CEO Ted Neild. “We are fortunate to have Kim and her team assisting our families with all aspects of wealth transfer planning. I know that our clients greatly value the care and knowledge Kim and her team bring to the estate-planning process.”

Apart from working with clients, Kamin teaches at Northwestern Law School and University of Chicago Business School, chairs the UHNW Institute’s Estate Planning and Legal Services Domain and was inducted into the NAEPC Estate Planning Hall of Fame. She has advanced the national discourse on all aspects of planning for the modern family with The Tools & Techniques of Estate Planning for Modern Families (4th Ed. 2024), a practical desk-reference for advisors and clients. She is also a prolific presenter at the most prestigious venues and has been sharing her thought leadership as an author for WealthManagement.com for over a decade.

“I want to thank Wealth Management for this honor,” Kamin said. “Today’s families face increasingly complex realities, evolving tax laws, and changing life circumstances, which require more flexible, thoughtful planning strategies. We encourage estate plans that can adapt over time, empower the rising generation, and reflect the unique needs of modern families. I’m grateful both to my team and my partners at Gresham for making these issues central to our work with families.”

Now in its 12th year, the Wealth Management Industry Awards — widely known as the “Wealthies” — spotlight the companies and leaders shaping the future of financial advice, wealthtech, investment solutions and advisor growth. A panel of judges made up of top names in the industry, led by Managing Director of Editorial and Content Strategies for the Wealth Management Group at Informa, David Armstrong, chose the finalists and will determine the winners, recognizing the firms and individuals who make a real difference to the daily activities of financial advisors. Winners will be announced at an awards ceremony in New York City on September 10th.

“The scale and quality of this year’s nominations reflect an industry that continues to evolve at an extraordinary pace,” said Armstrong, “The finalists represent a broad cross-section of organizations pushing the industry forward in meaningful ways.”

About Gresham Partners

Gresham Partners is an independent investment and wealth management firm serving a select group of ultra-high-net-worth families and family offices. Founded in 1997, the firm is 100 percent employee owned and intentionally structured to align fully with client interests. Gresham advises on over $13 billion for approximately 125 families, offering access to a carefully selected group of hard-to-access investment managers alongside comprehensive wealth planning and family office services. For more information, visit www.greshampartners.com.

About the Wealth Management Industry Awards

The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership, and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership, and advisor support.

About Wealth Management

Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses. Through digital media, live events, and industry research, Wealth Management connects the wealth ecosystem at every level.

Gresham Partners is registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC alone does not imply a certain level of skill or training. No compensation was provided for consideration or inclusion in any award or recognition unless otherwise stated. Awards and recognitions do not imply or guarantee future performance for Gresham or its clients.