Gresham Partners

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 $10 billion for roughly 125 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 12/31/24. 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. 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/)