Gresham Partners, LLC

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

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.

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

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

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

We are #Hiring! Use the link below to apply today! https://lnkd.in/di8HCkXA #Hiring #AdministrativeCoordinator #Admin

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!

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

This month marks Irene Zhang,'s 5th anniversary at Gresham. Find out what she loves most about being an Investment Director. "Five years in, and what I love most about this work is the impact we create for our clients—building resilient portfolios, driving meaningful long-term results, and preserving and growing their wealth. I feel fortunate to interact daily with some of the most talented investors and contribute to their life’s work. There’s great satisfaction in meeting world-class investors across private equity, venture capital, and private real assets—and partnering with them to build a top-tier private portfolio designed to stand the test of time." Congratulations to Irene! Thank you for your contributions to the firm!

We are excited to welcome Jack Bossart, to Gresham! He began in January as a Client Service Associate! https://lnkd.in/g6jDH7Mn