Gresham Partners offers investment and wealth planning services to ultra-high-net-worth individuals, families, and related entities like trusts and foundations. Gresham provides integrated investment, tax, wealth transfer, trust administration, and philanthropic strategies tailored to each client. Gresham also offers asset and performance reporting, family education, and consulting on family offices and private trust companies. Gresham has an arrangement with JTC Trust Company (Delaware) to make trustee and trust administration services available to Clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
For multi-household families, fees are based on aggregated assets under management across multiple households. Fee schedules may be modified, and fees may be adjusted based on each client’s circumstances.