Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Bonaguidi joined Gresham in December 1997, and has honed a unique ability to set approved transfer planning strategies for Gresham’s clients, analyzed tax law changes, and leveraged the firm’s national network of estate planning attorneys, philanthropic advisors and accountants. His expertise has helped establish Gresham as an industry leader in wealth planning strategies for ultra-high net worth individuals and families.
“Matt has developed subject matter expertise that is in high demand by our clients,” said President and Chief Investment Officer Ted Neild. “From tailoring family financial education programs, vetting lifetime gift and tax planning strategies, to identifying creative tactics for transferring assets to future generations and charities, Matt is a unique resource to our clients and advisors alike.”
An attorney and CPA specializing in income, gift and estate taxation, Bonaguidi will work with Gresham’s client service team to develop initiatives that further enhance the firm’s wealth planning offering. “Over the years, Gresham has consistently delivered highly personalized, holistic planning services to our clients,” said Bonaguidi. “Our strategic and technical abilities as wealth planners, coupled with Gresham’s industry-recognized, risk conscious investment approach, allow us to offer our clients a comprehensive wealth management solution.”
For numerous families, Bonaguidi’s planning advice and counsel helped limit the family’s financial risk and saved millions for the next generations. He is a member of the Chicago Estate Planning Council, Chicago Bar Association and the American Institute of Certified Public Accountants.
Formed in 1997, Gresham Partners LLC is a nationally recognized, independent wealth management firm serving select families with investable assets of at least $25 million. Known for its commitment to delivering superior investment performance and highly personalized wealth planning, Gresham’s client focused solutions feature hard to access managers without the conflicts typical of other firms. With nearly $3 billion under management, Gresham’s Risk Conscious(R) investment platform and holistic planning are focused on preserving and growing clients’ assets. The firm’s team of highly skilled professional advisors allows families greater freedom to pursue career and personal interests.