Gresham Partners

Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

(312) 960-0212Call Visit WebsiteVisit Website Map & DirectionsDirections333 W Wacker Dr Ste 700Chicago, IL 60606 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Chicago with Financial Planning Consultants

Wrigleyville (4 miles)
Cicero (11 miles)
Oak Park (13 miles)
Berwyn (14 miles)
Forest Park (15 miles)
Elmwood Park (15 miles)

More Info

Extra Phones

Phone: (312) 263-0470

Phone: (312) 960-0200

Fax: (312) 960-0204

TollFree: (800) 873-7130

Location

333 Wacker Drive Bldg

Neighborhoods

Central Chicago, The Loop, Near East Side

AKA

Gresham Partners LLC

Other Links

http://www.greshampartners.com

https://www.greshampartners.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financing Services, Insurance, Investment Advisory Service, Investment Management, Investments, Loans, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (312) 960-0212

Address: 333 W Wacker Dr Ste 700, Chicago, IL 60606

Website: http://www.greshampartners.com

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Gresham Partners

Tax Planning
We’re pleased to offer a full range of Coordinated Services, delivered in concert with Gresham-preferred providers as well as providers with whom our clients have existing relationships. From tax planning and insurance strategies to private travel, family counseling and more, we help our clients receive virtually anything they may need in any sphere of life, when and where they need it.
Charitable Giving
The Gresham team provides integrated investment and wealth planning services and coordinates the delivery of services provided by other firms. A highly experienced Client Advisor leads a team that works closely with each client. We take the time to develop a deep personal understanding of each client’s unique circumstances. That’s why we have found they rely on our advice concerning an enormous array of wealth planning issues, from charitable giving and generational wealth transfer strategies to questions about lifestyle changes and family dynamics. Gresham provides expert counsel, helping families develop a vision for their wealth and implement effective strategies designed to achieve it.
Estate Taxes
Tax Services
Kim Kamin, Gresham’s Chief Wealth Strategist, recently co-authored an article in BNA’s Tax Management Estates, Gifts and Trusts Journal titled “Perspectives on Planning for Personal Property”. The article was derived from the authors’ presentation at the 46th Annual Notre Dame Tax & Estate Planning Institute.
Tax Deductions
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on "Charitable Planning Using Non-Charitable Trusts" for the 49th Annual Notre Dame Tax & Estate Planning Institute. She shared ideas for how estate planning professionals can help clients tap into noncharitable irrevocable trusts for charitable giving including: (i) review of the applicable tax deduction rules, (ii) ideas for utilizing existing irrevocable trust assets for desired or obligatory gifts to charity, and (iii) suggestions for provisions to include in new trusts to promote flexibility for future family philanthropy.
Income Tax
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, was a panelist in the Trust & Estates Advisory Board Panel “Perspectives on Planning for Personal Property: Collectibles, Philanthropy, Auction Houses, Income Taxes, and the Next Generation” at the 46th annual Notre Dame Tax & Estate Planning Institute, which was held on October 29, 2020 via national webinar. She was joined by moderator Susan Lipp and co-panelists Sandra Glazier and Martin Shenkman.

Investment Management
We take responsibility for coordinating important activities related to our clients’ finances – which is a broad mandate that includes investment management, wealth planning, comprehensive reporting and collaborating with their other advisors – and bringing structure and simplicity to their lives. Show more
Mutual Funds
Prior to founding Gresham, Ben was a principal at Brownson, Rehmus & Foxworth, Inc. During his 17-year tenure at Brownson, Ben oversaw the management of assets and financial affairs for the firm’s largest clientele and was instrumental in establishing and supervising many of the firm’s investment vehicles. Before joining Brownson, Ben spent 10 years at investment counseling pioneer Stein Roe & Farnham where he became the partner responsible for administering the firm’s $600 million no-load mutual fund group. Ben also served as a lieutenant in the U.S. Army.
Bonds
Wealth Management
Other wealth management firms prioritize growth with a goal of selling to a bank or other financial institution. These sales can change the firm’s culture and not benefit its clients. Gresham is and always has been 100% owned by its senior professionals and we are committed to retaining that independence.

Accounting Services

Financial Planning
Truly Rich: An Insider’s Guide to Building Financial and Emotional Wealth. Nicole’s written work has been featured in Financial Advisor IQ, Philadelphia Business Journal, Advisor Magazine, and Fairygodboss.com. Her speaking engagements have included Bloomberg Radio, Financial Planning Association National Conference, the Forum for Executive Women among others.
Retirement Planning
Asset Management
Among other things, it oversimplifies risk to a backward-looking number; it assumes asset class correlations are constant, although history has shown otherwise; it overemphasizes asset allocation while underemphasizing manager selection in building investment portfolios.
Asset Protection
“Asset Protection During Estate and Trust Administration”, Chapter 9 in Asset Protection Planning Treatise, Illinois Institute for Continuing Legal Education [October 2014]

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