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

Gresham Partners, LLC's headquarters in Chicago, IL, United States

This department manages financial planning, reporting, and analysis to ensure the organization's fiscal health.

Finance Department

The Investment Operations and Analysis Team at Gresham Partners, LLC is responsible for implementing and managing the firm's investment strategies, ensuring operational efficiency, and conducting in-depth financial analyses. They coordinate the selection and monitoring of difficult-to-access global managers, facilitate seamless investment operations, and provide analytical support to optimize investment performance, thereby contributing to the comprehensive wealth management services offered to their high-net-worth clients.

Investment Operations and Analysis Team

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

This department focuses on supporting and managing client relationships to enhance satisfaction and service delivery.

Client Services

The Leadership Team at Gresham Partners, LLC is responsible for steering the strategic direction of the firm, ensuring regulatory compliance, optimizing investment operations, and fostering a productive and ethical work environment. They combine their expertise in wealth strategy, investment management, compliance, administration, and human resources to deliver superior investment performance and comprehensive financial solutions tailored to the needs of high-net-worth families and family offices.

Leadership Team

The Operations Team at Gresham Partners, LLC is responsible for managing the firm’s day-to-day activities and ensuring efficient operational workflows. They handle client operations, data management, and business intelligence, while also providing support for wealth planning and investment management services. The team ensures that the firm's processes align with regulatory standards and client needs, facilitating superior service delivery and operational excellence.

Operations Team

The Administrative and Support team at Gresham Partners, LLC is responsible for providing essential organizational backing to ensure smooth operations across the firm. This includes supporting executives and the Wealth Strategy team, managing office logistics, coordinating projects, and assisting with strategic initiatives. By delivering comprehensive administrative assistance, the team enables Gresham Partners to maintain its high standard of client service and operational efficiency.

People (2)

Jobs (0)

Other teams

Investment Operations and Analysis Team

Client Services Team

Client Services

Leadership Team

Operations Team

Administrative and Support