Location: Chicago, Illinois
Investment Focus/Specialty: Wealth Management
Firm Summary
Gresham Partners, LLC, ("Gresham") is one of the nation’s leading wealth management firms, serving wealthy business
leaders, families and professional investors. The firm is focused on growing and preserving client assets through their
risk-conscious and long-term approach to investing. Gresham provides integrated wealth management by incorporating,
estate and wealth transfer planning and other family office services with their investment capabilities. In 2008,
Gresham was ranked 5th out of 488 wealth management firms (based on average AUM per client) by Wealth Manager Magazine.
Transaction Summary
Gresham used AMF’s investment to facilitate a partial transfer of equity from its founder to the second generation of
principals, while importantly maintaining Gresham’s status as a fully independent, employee-owned firm.
Gresham’s client-centric, conflict-free approach has been the cornerstone of its success. The investment from AMF helped ensure that Gresham’s independent status, which allows for their truly conflict-free approach, will continue.
Partner Firm Perspective
"AMF has been terrific. They provided the creativity and flexibility needed to help us structure our
transaction in a way that supports our fiercely-held business beliefs," said Gresham President Ted Neild. "We
explored a wide range of solutions, from bank financing to strategic partnerships, but none supported the
interests of our firm and our clients as well as AMF’s structure. We have now placed more equity into the hands of
the next generation and have answered the question of ownership and independence for our clients and employees."
"Independence is a differentiator in our business, as it fosters an environment that enables a firm to provide conflict-free services to their clients. It is important to us and our clients that we sit on the same side of the table when making financial decisions that affect their family. The AMF structure does not mandate how we run our business, but instead allows us to make the best decisions for our clients and our firm. Perceived well by both clients and employees, the transaction with AMF has been a home run."