Gresham Partners, LLC
Kim Kamin is a seasoned financial advisor and educator with extensive experience in wealth management and estate planning. Currently serving as Partner and Chief Wealth Strategist at Gresham Partners, LLC since July 2014, Kim also instructs executive programs at The University of Chicago Booth School of Business and holds the positions of Fellow and Regent at the American College of Trust and Estate Counsel (ACTEC). As an Adjunct Professor at Northwestern University School of Law since 2003, Kim shares expertise in law and trusts. Prior experience includes a partnership role in Private Clients, Trusts and Estates at Schiff Hardin LLP from 1997 to 2014. Kim Kamin holds a J.D. from the University of Chicago Law School and a B.A. in Psychology from Stanford University.
Gresham Partners, LLC
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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 $8.0 billion* and for about 121 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 12/31/22.