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Wealth Management
 * Independence
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Gresham Partners


A DIFFERENT APPROACH TO MANAGING WEALTH.


Where independence leads.
Independence

There’s nothing more important to us than our independence. It informs
everything we do, from the way we think to the way we’re structured to our
unconventional approach to investing. It enables us to generate what we believe
to be exceptional results and frees us from conflicts of interest that entangle
so many of our competitors.

Where unconventional wisdom wins.
Unconventional

We believe the investment industry’s conventional approach to investment
management is an outdated one. Instead of managing to benchmarks, we center our
process on what’s important to families: growing their wealth while protecting
their capital. We work to identify uncommon investment themes that reject
conventional wisdom.

Where complexity
meets strategy.
Expertise

We understand that every family has unique and complex wealth planning needs,
and we believe wealth transfer planning should contribute meaningfully to their
long-term financial success.  Our approach is founded on our technical expertise
and decades of experience helping families efficiently transfer wealth to future
generations and meet their personal philanthropic goals.

Where burdens are eased.
Engagement

Whether it’s investment management, wealth planning, reporting, or advisor
collaboration, we make it our top priority to ease the burdens that often
accompany the responsibility of managing significant wealth. At the end of the
day, we provide more than just a service. We help families live their lives by
managing and simplifying the complexities of wealth.

Pause Motion
25+
Years
$9B
Assets Under Management*
120
Client Families*
2023
Crain's Best Places to Work
*As of 12/31/2023
Actionable Insights.
For Your Wealth
Featured
View From the Ground - An Update on China
Gresham is pleased to share with you our Quarterly Investment Article with you.
This piece, “View from the Ground: An Update on China,” follows our investment
team’s recent trip to the region.
Read Now
Insights
Diversification is No Free Lunch China Update – The Implications of Xi’s Power
Consolidation
See More Insights
View Gresham Awards
Alert: Beware of Scammers Impersonating Gresham on WhatsApp and Text Messages

We have recently become aware of scams in which unaffiliated parties are
impersonating the firm’s employees through WhatsApp and text messages. Please be
advised that this unsolicited outreach is not associated with Gresham Partners
and that our firm does not make public stock selection recommendations or
provide investment advice via any social media sites. We are actively countering
this scam by reporting it to WhatsApp and the appropriate authorities. We
encourage anyone who has been contacted by individuals claiming to be Gresham
Partners to verify their credentials and contact us directly to confirm the
legitimacy of these messages. Gresham implements strict security measures to
ensure the safety and protection of our clients and their assets, and we remain
committed to safeguarding against cybersecurity threats.

If you believe that you have been harmed by this group, you may consider filing
a report with the FBI through the Internet Crime Complaint Center.
(https://www.ic3.gov/)

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