Latest Gresham News

Gresham Promotes Leisa Storbeck to Lead Client Service Team

Gresham Partners Names Stephen Czocher Partner

Gresham Partners Named as one of the Top 100 RIA Firms by Barron’s

Gresham’s Chief Wealth Strategist, Kim Kamin, was Featured on the UHNW Institute Page

Gresham Partners Named to Crain’s Chicago Best Places to Work in 2024

Gresham Promotes Leisa Storbeck to Lead Client Service Team

Gresham Partners Women in Wealth

Gresham Partners Named a Top 50 RIA Firm by Financial Advisor

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented “2024 Wealth Transfer Planning: What is (or should be) top of mind?” for FOX Family Office and Wealth Advisor Forum

Gresham’s Chief Wealth Strategist, Kim Kamin’s Insights Featured in Financial Advisor Magazine

Alert: Beware of Scammers Impersonating Gresham on WhatsApp and Text Messages

Gresham Partners Named a Top RIA Firm of 2024 by Worth Magazine

Gresham Partners Wins Women in Wealth Management Award at the 2024 Family Wealth Report Awards

Gresham’s Founder and President, David Salsburg’s Insights Featured in The Wall Street Journal

New Edition of Gresham’s Chief Wealth Strategist, Kim Kamin’s, Estate Planning for Modern Families Treatise, Released

Gresham’s Chief Wealth Strategist, Kim Kamin is a Woman of the Year 2024 for Career Achievement at Citywealth Powerwomen Awards USA

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, “Don’t Let the Sun Go Down on Me” – Planning Ahead of Expected Exemption Decreases, for the 2024 ACTEC Annual Meeting

Gresham Proudly Celebrates 2024 Promotions!

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies, for the 58th Annual Heckerling Institute on Estate Planning

Gresham’s Chief Wealth Strategist, Kim Kamin, Recognized as a 2023 Top Women in Law Honoree by Law Bulletin Media and Chicago Lawyer Magazine

Gresham’s Chief Wealth Strategist, Kim Kamin, Inducted into NAEPC Estate Planning Hall of Fame^® and Honored as an Accredited Estate Planner^® (Distinguished) Designee

Gresham’s Chief Wealth Strategist, Kim Kamin, Comments on Defining Descendants – Who Inherits Under Your Client’s Wills and Trusts? in the Steve Leimberg’s Estate Planning Newsletter

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, A Potpourri of Estate Planning Considerations for Modern Families, for the 71st Annual Montana Tax Institute

Gresham Partners Names Allison Lurie Partner

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Defining Descendants, Practical and Sometimes Surprising Considerations for Practitioners, at the 49th Annual Notre Dame Tax & Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Planning Using Non-Charitable Trusts, for the 49th Annual Notre Dame Tax & Estate Planning Institute

Gresham Partners Named to Crain’s Best Places to Work in Chicago List

Gresham is a Sponsor and Hosts Clients and Friends at 2023 BMW Championship Golf Tournament

Gresham Wealth Strategist Kim Kamin, Comments on Philanthropic Endeavors with Noncharitable Trusts at the AICPA & CIMA ENGAGE 2023 conference

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented at the Notre Dame 49th Tax and Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the 2023 FOX Family Office Wealth Advisor Forum: Examining The Family Office Governance Journey

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for Modern Families, for AICPA & CIMA ENGAGE

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Trusts, for AICPA & CIMA ENGAGE

Gresham Launches Women Focused Event Series with, NEW ECONOMICS: Women, Wealth, and Power in 2030

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Irrevocable Trusts, for the Illinois Institute for Continuing Legal Education

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Handling Dementia and Incapacity in Wealth Advising, for the Ultra High Net Worth Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Planning for and Dealing with Diminishing Capacity, for the Chicago Estate Planning Council

Gresham Partners Wins 2023 Outstanding CIO Award at the 10th Annual Family Wealth Report Awards

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, “Estate Planning for Angel Investors: You have your halo on earth, but are you ready for heaven?” for the University of Chicago Booth Angel Network

Gresham’s Chief Wealth Strategist, Kim Kamin’s Article, “Considerations for Charitable Giving with Noncharitable Irrevocable Trusts,” is Published in Wealth Strategies Journal

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility, for the Southern Arizona Estate Planning Council

Gresham’s Chief Wealth Strategist, Kim Kamin, Contributes Chapter to Wealth of Wisdom on Choosing Trustees with Care and Wisdom

Gresham Partners Names Les Carter Partner

Gresham Proudly Celebrates 2023 Promotions!

Gresham’s Chief Wealth Strategist, Kim Kamin, Selected for Estate Planning Hall of Fame^® Class of 2023

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility for the National Association of Estate Planners & Councils at the 59th Annual NAEPC Advanced Estate Planning Strategies Conference

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for: Ethical Issues Working with Blended Families for the 48th Annual Notre Dame Tax & Estate Planning Institute

IRS Announces Inflation Adjustments for 2023 Gifting

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family: Planning for Diversity and Flexibility for the Boston Estate Planning Council

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for The Future of Wealth Management at the Private Wealth Midwest Forum

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Noncharitable Trusts for the Society of Financial Service Professionals

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy at Legacy Partners Spring Education Program

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy for the Legacy Partners Spring Educational Program Webinar

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Charitable Giving with Non-Charitable Trusts for the Illinois CPA Society

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented at the Estate Planning for Modern Families for The University of Chicago Office of Gift Planning’s Phoenix Society

Gresham Partners Wins 2022 Outstanding CIO (Chief Investment Officer) and is Commended for Wealth Planning at the 9th Annual Family Wealth Report Awards

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented a Primer on Working with Ultra-High-Net-Worth Families and Family Offices for Trusts & Estates Magazine and Wealthmanagement.com

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family for the Santa Cruz Estate Planning Council

Gresham Names Five Partners

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for Modern Families: Planning for Diversity and Flexibility for the National Association of Estate Planning Councils

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored an article in Trusts & Estates titled, “Charitable Giving With Non-Charitable Trusts”

Gresham’s Founder, President and Head of Client Service, David Salsburg, Was a Featured Panelist for The Evolution of a Successful Family Office National Webinar

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented on Wealth Transfer Strategies: Changes and Opportunities for Family Wealth Alliance Fall Forum

Gresham Partners Participates in Greenhouse Scholars’ 2021 Glass Half Full Virtual Event

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Trusts & Estates Magazine Advisory Board Panel: Diversity, Equity and Inclusion Concerns for Your Practice for the 47th Annual Notre Dame Tax Institute

Nicole Perkins Joins Gresham Partners as Principal and Director of Client Experience & Development

Gresham Supports The University of Chicago’s New Center on Law and Finance

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Purposeful Planning for Diverse Modern Families for Purposeful Planning Institute Thought Leader Webinar

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Evolving Family for ALI-CLE Estate Planning in Depth

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Ten Domains of Wealth: Wealth Creation and Stewardship for Inaugural UHNW Institute Conference

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate and Charitable Planning Considerations for Modern Families for Chicago Council on Planned Giving Symposium

Gresham’s Chief Wealth Strategist, Kim Kamin, Moderated the 64th Annual Estate Planning Short Course for Illinois Institute for Continuing Legal Education

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, 2020 Election Fallout for Estate Planners for the Michigan ICLE 61st Annual Probate and Estate Planning Institute

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

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Family Offices & Private Trust Companies – An Overview for the 43rd Annual UCLA/CEB Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Perspectives on Planning for Personal Property”

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Unequal Inheritances: A Final Parental Communication”

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations at the Trusts & Estates Virtual Forum

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations for the Peak Trust Company/Interactive Legal

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Family Dynamics in Modern Families for the Family Office Exchange Rising Gen Leadership Program

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Modern Families: Inclusiveness and Spousal Roles for the Family Office Exchange Rising Gen Leadership Program

Gresham Partners 2021 Promotions

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern Family for the DuPage County Estate Planning Council

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Perspectives on Planning for Tangible Personal Property at the Trusts & Estates Virtual Forum

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Unequal Inheritances: A Final Parental Communication at the Trusts & Estates Virtual Forum

Greenhouse Scholars’ 2020 Rally for Our Future Virtual Event

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Estate Planning in a Time of Uncertainty at the 16th Annual Goodman Theatre Estate Planning Seminar

Gresham’s Vice Chairman, Wally Head, and Gresham’s Chief Wealth Strategist, Kim Kamin, Take Leadership Roles in the Ultra-High Net Worth Institute

Gresham Has Two Client Advisors Honored by Family Wealth Alliance

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Trust & Estates Advisory Board Panel: Perspectives on Planning for Personal Property at the 46th annual Notre Dame Tax & Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Managing Your Law Practice in the New Normal and Beyond at the annual national meeting of ACTEC

Gresham’s Chief Wealth Strategist, Kim Kamin, Was Featured by Chicago Community Trust

Gresham’s Chief Wealth Strategist, Kim Kamin, Was Elected President of Chicago Estate Planning Council

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist in Advisor Dialogues: Planning in a Low Rate Environment at the Chicago Community Trust

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Modifying Irrevocable Trusts at the Personal Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Was Elected to ACTEC Board of Regents

Gresham Receives Third National Award in Four Years

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Adapt Old Strategies to Fit New Family Arrangements” at the 44th Annual Notre Dame Tax & Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Authored, “A Time for Creativity and Action” in Trust and Estates Magazine

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Tools and Techniques of Estate Planning for Modern Families”

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Wealth Planning Considerations for Modern Families at the National Association of Personal Finance Planners Event

Gresham’s Vice Chairman, Wally Head and Gresham’s Chief Wealth Strategist, Kim Kamin Presented on Pre-Transaction Planning

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for Collaboration When Working with the Contemporary Family at the 45th Annual Notre Dame Tax & Estate Planning Institute

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, “Rehabbing” Irrevocable Trusts at Gresham’s 2019 Annual Client Event

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, “Rehabbing” Irrevocable Trusts

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for Pre-Transaction Planning to Improve the Likelihood and Benefits of a Liquidity Event at The Gleacher Center in Chicago, IL

Gresham’s Chief Wealth Strategist, Kim Kamin, Moderated a Panel on Empowering the Rising Generation at The New School in New York, NY

Sean Warrington Joins Gresham Partners as Principal and Senior Investment Officer

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning Considerations for the Modern Family at the FOX Family Office Forum

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Authored, “Attorney-Client Privilege in a Team Environment”

Gresham Partners Proudly Sponsors The Community Table, a Fundraising Dinner Event for Greenhouse Scholars

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Estate Planning for the Modern 21st Century Family at the ALI-CLE Planning Techniques for Large Estates

Gresham Receives National Award Again in 2019 as “Best Multi-Family Office”

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist for the Whose Will Is It: Does the Settlor’s Intent Matter? at the American College of Trust and Estate Counsel Annual Meeting

Gresham’s Chief Wealth Strategist, Kim Kamin, Presented, Planning Considerations for the Modern Family at the Family Office Exchange Senior Management Council

Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Hosted, Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century for a Live National Audio Webcast with Wendy Goffe

Gresham’s Chief Wealth Strategist, Kim Kamin, Was a Featured Panelist on Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving at the 53rd Annual Heckerling Institute on Estate Planning