Growing your wealth.
Fulfilling your vision.
Services
Wealth affects every family — and everyone within a family — in different ways.
That’s why we’re deeply involved in guiding our clients through the financial complexities and emotional challenges that accompany it.
Oversight, accountability and personalized attention.
The Gresham team provides integrated investment and wealth planning services and coordinates the delivery of services provided by other firms. A highly experienced Client Advisor leads a team that works closely with each client. We take the time to develop a deep personal understanding of each client’s unique circumstances. That’s why we have found they rely on our advice concerning an enormous array of wealth planning issues, from charitable giving and generational wealth transfer strategies to questions about lifestyle changes and family dynamics. Gresham provides expert counsel, helping families develop a vision for their wealth and implement effective strategies designed to achieve it.
The big picture, in focus.
Our comprehensive reporting system enables us to see each client’s complete financial picture, revealing opportunities for us to make wealth planning recommendations. Customized reports show clients all their assets, including those for which we are not responsible. This proprietary system enables us to track and facilitate the handling of cash transactions, report on complex ownership structures and tailor performance reporting to personalized benchmarks. Our reports can show information by family, household, individual and entity — rather than simply by account, as is typical with other industry reporting systems.
The result: an all-encompassing picture of each client’s entire financial life, delivered with refreshing clarity.
Related News & Insights
Kim Kamin Authors an Article in Estate Planning
October 5, 2020
Kim Kamin, Gresham Partners’ Chief Wealth Strategist, described wealth transfer strategies that are particularly timely now and two of Gresham’s Client Advisors, Lee Morava and Les Carter, explained how some Gresham clients have implemented them in a presentation for clients and friends of the firm on September 17th.
Kim Kamin Authors an Article in Trusts & Estates
April 16, 2021
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.
How Trusts Impact Business Owners’ Creation of Multigenerational Legacies
April 16, 2021
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.
