That’s why we’re deeply involved in guiding our clients through the financial complexities and emotional challenges that accompany it.
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.
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.
January 10, 2020
Kim Kamin, Gresham Partners’ Chief Wealth Strategist, recently coauthored an article in Estate Planning describing planning considerations and strategies for modern families who do not necessarily match the profile of past generations. This article is based on her presentation at the 44th Annual Notre Dame Tax & Estate Planning Institute.
January 10, 2020
Kim Kamin, Gresham’s Chief Wealth Strategist, recently authored an article in Trusts and Estates describing wealth planning developments in 2019 and strategies for 2020. This article addresses impacts of tax law changes that become effective in 2018 and some recent cases affecting wealth transfer strategies. It also cautions wealth owners and their advisors to be alert to substantial tax law changes that are being proposed in this election year.
January 1, 2018
One version of the American Dream is to create a successful family business that leads to a multigenerational family legacy supported by that business or its economic value. It has been our experience that trusts can help achieve that dream or, with inadequate design or improper administration, they can hinder or even prevent its achievement.