Introduction to Trusts and Concluding Remarks

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, was the anchor faculty member for the 2025 Family Office Exchange Trustee and Beneficiaries Workshop. She kicked-off the workshop with an extended session on “Introduction to Trusts: Structure, Roles, Types, and Desirable Features” for Family Office Exchange’s Trustee and Beneficiaries Workshop and she closed out the program with a session on “Bringing it All Together.”