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.

Investment Management

Gresham Partners, LLC

Ben Beavers

Ted Neild

Robert Nanney

The Client Services Team at Gresham Partners, LLC is dedicated to providing exceptional client support by managing client interactions, addressing inquiries, and facilitating seamless communication between clients and the firm's investment and wealth management professionals. They ensure client satisfaction by handling account administration, assisting with wealth planning needs, and maintaining detailed records, thereby contributing to the overall service excellence and operational efficiency of the firm.

Client Services Team

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Team members

Other teams at Gresham Partners, LLC

Investment Operations and Analysis Team

Leadership Team