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/)
Gresham Partners, LLC的外部链接
333 W. Wacker, Suite 700
US，Illinois，Chicago，60606
Celebrating the holiday season with the Gresham team at our annual holiday party at Tre Dita. A great way to reflect on the year and connect with colleagues.
We are #Hiring! Use the link below to apply today! https://lnkd.in/gYf5kEGR #Hiring #WealthStrategist #SeniorStrategist #Wealth
This month marks 5th anniversary of Melissa H. at Gresham. Find out what she loves most about working at Gresham. "One of my favorite parts of being an office coordinator is the diversity of tasks I get to manage daily. From receptionist to coordinating vendors to assisting with projects, there's always something new and exciting to tackle. I love being able to support my teammates and ensure the office runs smoothly. It has been a pleasure working at Gresham these past 5 years. I look forward to continuing to learn and grow within the company." Congratulations to Melissa. Thank you for your contributions to the firm!
Gresham's Chief Wealth Strategist, Kim Kamin, has been sharing some wisdom externally these past several weeks at the 50th Annual Notre Dame Tax & Estate Planning Institute, the Illinois Institute for Continuing Legal Education - (IICLE?) Advanced Asset Protection Planning, The American College of Trust and Estate Counsel (ACTEC) Mid-Atlantic Regional Meeting, the CEPC Chicago Estate Planning Council Diversity Committee's Northwestern University Pritzker School of Law Estate Planning Career Panel, and the Family Office Exchange Fall Forum in Atlanta.
Last week marked David Colton, CPA, J.D., LL.M., CFP?'s 15th anniversary at Gresham. Find out what he loves most about working at Gresham. "My favorite part of my job is how it has expanded and allowed me to pursue different interests and challenges. As an Advisor, I use my technical and client service skills to help families achieve their goals and plan for the future. I take a lot of pride and enjoyment in this work, and I hope to continue doing it for a long time. Additionally, as Gresham grows, I have been able to take on firm practice management and development responsibilities. In my current role, I create programs and lead training for the next generation of Advisors. It is exciting and gratifying to help people develop in their careers and master new skills." Congratulations to David. Thank you for your contributions to the firm!
Today marks the last day of Filipino American History Month. Alexa Mittenthal shares her insights on how Filipino heritage influenced her personal and professional journey and the cultural traditions that have shaped her today? "From a young age, having a sense of community – be it through family or friends – has taught me the value of collaboration and support, and shaped who I am today. In my professional life, I try to help create a setting where everyone feels valued and included. Having this sense of community in the workplace cultivates trust, respect, and overall strong working relationships with my colleagues. It influences my daily interactions as I strive to embody the values of my Filipino heritage, knowing that they contribute to positive and supportive environments." Join us as we celebrate her thoughts and celebrate Filipino American History Month this year!
We are thrilled to announce that Partner and Director of Operations, Allison Lurie, has been honored with a 2024 Young Professionals Award from The Family Wealth Alliance. This prestigious recognition celebrates rising stars under 40 who are making a lasting impact in the family wealth industry through career success and meaningful contributions to the field. As our Director of Operations, Allison leads with innovation, efficiency, and a relentless focus on delivering what we believe to be best in class service to our clients. We couldn’t be more proud of her achievements! Read more about the criteria for the award: https://lnkd.in/g6gWCtyc
As we near the conclusion of Filipino American History Month, Noelle Cruz has shared her reflections on how her Filipino heritage has influenced both her personal and professional journey. She emphasizes the power of cultural traditions in shaping who she is today and highlights the significant impact we can all make within our communities and workplaces. "My Filipino heritage has deeply shaped my personal and professional life, especially the Bayanihan spirit, which emphasizes community and collective effort. This value, rooted in the idea of coming together to support one another, is something I’ve witnessed in my family, where my parents and siblings often help others selflessly, even when they have little to give. ? In my career, I aim to foster a strong community and positive work culture. By encouraging collaboration, I create an environment where everyone feels empowered to contribute. Just as in my family, these connections help us face challenges together with resilience. This belief in connection influences my work approach, where I prioritize building strong relationships that promote teamwork and open communication, enhancing our overall productivity and culture." Join us as we celebrate her thoughts and celebrate Filipino American History Month this year!
Gresham is proud to have completed our impactful two-part series, "Breaking Money Silence," led by wealth psychology coach and author Kathleen Burns Kingsbury. Our ongoing annual program of curated, intimate events focused on women and wealth began with last year’s “Economics 2030” gathering.?? ? This series continued with a session on overcoming barriers and building confidence in money-related conversations, enabling women from the Gresham team and our clients to engage in meaningful discussions on wealth, family dynamics, and personal empowerment. Gresham women and clients enhanced their ability to navigate and lead wealth conversations with confidence. This transformative journey fostered learning, connection, and empowerment for all involved.? ? Thank you to everyone who joined us for this incredible experience, particularly our clients and Gresham’s Partner & Advisor Lee Morava, Partner & Advisor Amber Stewart, Partner & Head of Client Service Leisa Storbeck, and Partner & Director of Business Development Nicole Perkins.? ? Learn more: https://lnkd.in/gVwGHHYq