Gresham Receives Wealth Planning Award from Family Wealth Report Panel of Industry Experts

CHICAGO – May 12, 2021 – Gresham Partners, an independent investment and wealth management firm managing over $7 billion* for select families and family offices located nationally, has been selected by an independent panel of experts as the winner of the Wealth Planning Award in the 8th Annual Family Wealth Report Awards. This is the fourth such award bestowed on Gresham by Family Wealth Reports in the past five years, with Gresham also winning the Wealth Planning Award in 2020, Best Multi-Family Office Between $5 Billion and $15 Billion AUM/AUA Award in 2019 and Best MultiFamily Office Over $3 Billion AUM/AUA Award in 2017.

“We are extremely pleased to be recognized again this year by an independent panel of industry experts”, said Ted Neild, Gresham’s President and Chief Investment Officer. “Receiving this award based on an assessment of the quality of the services we provide our clients, rather than simply assets under management, is a worthy endorsement and underscores the value we deliver.”

Members of the independent panel of experts that selected Gresham are experienced
advisors/consultants to ultra-high-net-worth families who reviewed submissions provided by a number of firms in this category. In making their selection, the judges commented that “Gresham Partners’ submission stood out as it distinctively showed the expertise, focus and care that clients experience with the firm.”

In conjunction with Gresham’s selection, David Salsburg, Co-Founder and Director of Client Service at Gresham, was interviewed by Family Wealth Report. In that interview, which can be viewed here, David describes what he believes sets Gresham apart from its peers and how the firm’s structure supports its ongoing delivery of award-winning wealth planning services for its clients.