Q1 has been a great start for Gresham's POC ERG, as we’ve come together to celebrate and honor diverse cultures and histories! From Afternoon Boba for Lunar New Year to a Black History Month office lunch and a visit to The DuSable Black History Museum and Education Center, it’s been a month of meaningful engagement and celebration. We also celebrated Women’s History Month with Fat Tuesday Mardi Gras sweets from women of color- owned bakeries. We look forward to continuing to support and celebrate our community throughout the year!
Gresham Partners, LLC
金融服务
Chicago，Illinois 9,641 位关注者
Unconventional wisdom. Exceptional performance.
关于我们
Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $9 billion for roughly 120 families* located nationally.
We are committed to providing superior investment performance by utilizing select, difficult-to-access managers that are located globally in a full range of asset classes and are not affiliated with Gresham. We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. We integrate this investment approach with comprehensive wealth planning and management services to address the full range of each client’s financial needs, often avoiding the need for them to maintain a family office.
Gresham is wholly owned by its senior professionals, client fees are its sole source of compensation, it avoids conflicts of interest that affect many other firms and it acts as a fiduciary dedicated to serving its clients’ best interests.
There can be no guarantee that such returns will be realized or that losses will be avoided.
*Approximate AUM and client families as of 12/31/23.
We have recently become aware of scams in which unaffiliated parties are impersonating the firm's employees through WhatsApp and text messages. Please be advised that this unsolicited outreach is not associated with Gresham Partners and that our firm does not make public stock selection recommendations or provide investment advice via any social media sites. We are actively countering this scam by reporting it to WhatsApp and the appropriate authorities.
If you believe that you have been harmed by this group, you may consider filing a report with the FBI through the Internet Crime Complaint Center. (https://www.ic3.gov/)
- 网站
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https://www.greshampartners.com
Gresham Partners, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Chicago，Illinois
- 类型
- 私人持股
- 创立
- 1997
地点
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主要
获取路线
333 W. Wacker, Suite 700
US，Illinois，Chicago，60606
Gresham Partners, LLC员工
动态
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Last week’s Gresham’s Happy Hour was the perfect way to kick off March Madness! ???? Great company and an epic mini hoop contest. Special shoutout to Evan?for claiming the mini hoop champion title! ??
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Head of Private Investments @ Gresham. Investor in buyout & venture funds, sub 25m to multi-stage. Reach out: we're user-friendly LPs!
Had a fascinating conversation with a GP who's built an impressive firm but hadn't spent much time on their personal estate planning. This is more common than you might think! GPs face unique estate planning challenges that most wealth managers miss: - Illiquid carried interest - Wealth transfer planning - GP Commitments / fee waiver strategies At Gresham, we design customized estate planning solutions tailored for GPs. Read more about the topic here: https://lnkd.in/gtjyXumC Happy to chat offline—and introduce you to our experts—about how we're helping other GPs successfully navigate these complexities and opportunities! #Gresham #EstatePlanning #GeneralPartners #WealthManagement #PrivateEquity
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Last week, Gresham's Chief Wealth Strategist, Kim Kamin, ?presented “Legacy of Love: Planning for Spouses and Life Partners in the Modern Family" for the CEPC Chicago Estate Planning Council. This presentation reviewed testamentary and lifetime planning techniques for spouses and other romantic partners. The discussion included planning for spouses in blended marriages, planning for unmarried couples, and other issues that clients in modern family arrangements may face.
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Gresham is proud to celebrate Women's History Month! Recognizing and celebrating the incredible women at our firm. Grateful for their dedication and achievements. #WomensHistoryMonth #WomeninFinance #WomeninLeadership #InternationalWomensDay #WomensDay
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Gresham Partners is excited to announce the promotions of Beau Feeny to Director of Business Intelligence, Brayden Bennell and Bailey Reisman, to Senior Client Service Associates, and Alexandra Cheney to Client Service Associate. Congratulations to all on these well-earned roles, and thank you for your continued dedication to our clients' success! https://lnkd.in/djpc2Njt
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We’re proud to announce the promotion of three team members to Advisors at Gresham! Channing Bass, Alexandra N., and Michelle Quinn will apply their expertise to provide integrated wealth management services to select groups of Gresham families, guiding them through both day-to-day financial decisions and long-term planning. Please join us in congratulating Channing, Alexandra, and Michelle on this well-earned achievement! https://lnkd.in/d2YxeGnN
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We are #Hiring! Use the link below to apply today! https://lnkd.in/di8HCkXA #Hiring #AdministrativeCoordinator #Admin
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This month marks Ted Neild's 20th anniversary at Gresham. Find out what he loves most about being the CEO & Chief Investment Officer. "When we set out to build this firm, our goal was simple: to do things the right way, for the right reasons. At the time, many high-end wealth management firms were mired in conflicts of interest, offering poor results and even worse service to their clients. It can often be difficult for clients or prospects to tell the difference, as "They all sound alike." One of the moments I cherish most over the years is when someone tells us, "You really do it differently!" While this approach may not always be the easiest or most profitable, it’s undeniably the most gratifying. ? On a related note, one of the most rewarding aspects of my role is the opportunity to engage with some of the brightest minds from around the world every day. Through our investment activities, we've gained access to incredibly smart, hardworking, and insightful people who consistently leverage their unique perspectives to create outstanding outcomes for our clients. Their views challenge us to listen, learn, and reconsider our own beliefs. As I often say, "We’re at high risk of learning something today!" Congratulations to Ted for his continued achievements and everything he has done for this firm!
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Happy Employee Appreciation Day! We appreciate your hard work and dedication. Thank you for your contributions to our success. "While businesses have a variety of different assets, ours consists primarily of people. Our team is the engine of our business. They provide the ideas, the execution, and the energy to perform for our clients." - Ted Neild, Gresham's CEO. #EmployeeAppreciation #EmployeeAppreciationDay
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