Principal & Chief Wealth Strategist
Kim joined Gresham after spending many years as a practicing attorney who counseled families regarding the preservation and transfer of their wealth over multiple generations. In her role at Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, education and fiduciary planning activities, advising clients and speaking and writing on topics related to managing multi-generational wealth.
During her legal career, Kim advised clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection and philanthropic issues. She also represented wealth owners, beneficiaries, fiduciaries and custodians in contested matters and served as counsel for the formation and operation of not-for-profit entities.
Kim is a frequent speaker at national conferences and a contributor to publications that focus on preserving, growing, managing and transferring wealth. She is also the executive co-editor and co-author of the Leimberg Library Tools & Techniques of Estate Planning for Modern Families (3rd Ed., 2019).
- B.A., Psychology, Stanford University, with distinction and departmental honors
- J.D., University of Chicago Law School
- Adjunct Professor, Northwestern University Pritzker School of Law, awarded the William M. Trumbull Lectureship
- Regent, American College of Trust and Estate Counsel
- Editorial Advisory Board, Trusts & Estates Magazine
- Professional Advisory Committees: University of Chicago Law School’s Center for Law and Finance, Art Institute of Chicago, Goodman Theatre, Chicago Foundation for Women, Lurie Children’s Hospital, and Chicago Community Trust
- Past-President, Chicago Estate Planning Council
- Personal Interests: Travel, Latin dance and binge-watching Netflix