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 Wealth Strategy Team at Gresham Partners, LLC focuses on developing and implementing customized financial strategies that address the complex needs of affluent families and family offices. The team works closely with clients to provide tailored wealth planning and management services, integrating investment strategies with long-term financial goals. Their expertise ensures comprehensive solutions for wealth preservation, estate planning, and multigenerational wealth transfer, aligning closely with the clients' best interests as fiduciaries.

��

Wealth Strategy Team

About

Team members

Other teams at Gresham Partners, LLC

Investment Operations and Analysis Team

Client Services Team

Leadership Team

��������