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.

About Gresham

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.

Key Private Bank, the investment, trust and wealth management arm of KeyCorp KEY -1.85% , has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility using Delaware’s favorable laws.

Key Private Bank has appointed two industry veterans to launch Key National Trust Company of Delaware. Anne Marie Levin, senior vice president and national Delaware trust specialist, will be responsible for working with attorneys and accountants nationally to assist in managing sophisticated estate and tax planning considerations for high net worth clients. Isabel Pryor, senior vice president and regional trust manager, will focus on the administration of the Delaware Trusts, including exercising sound fiduciary judgment, mitigating risk, and maintaining compliance.

“Building Key Private Bank’s capabilities to provide an array of trust services has been a strategic objective for the firm,” said Catherine O’Malley Kearney, director of trust administration with Key Private Bank. “With the addition of Isabel and Anne Marie, we have taken significant steps to expand our presence and offer trust services for business owners, professionals, and other wealthy individuals who can benefit from Delaware’s favorable personal trust laws to save taxes and protect their hard-earned assets from creditors.”

Ms. Levin joins Key Private Bank from PNC Bank, where she served as vice president, Delaware trust specialist. Previously, Ms. Levin was a senior estate trust counselor and fiduciary counsel at The Vanguard National Trust Company where she counseled clients who have high net worth and ultra- high net worth clients on sophisticated estate and tax planning options. She was also a trust and estate planning attorney at Blank Rome LLP, a national law firm. Ms. Levin earned her LLM in taxation from Villanova University School of Law, and her JD from Temple University School of Law.

Ms. Pryor joins Key Private Bank from Wells Fargo Bank where she served as vice president and a senior trust & fiduciary specialist. Previously, she was an assistant vice president at Wilmington Trust Company where she focused her work in the firm’s ultra-high net worth segment of its family wealth division. Ms. Pryor’s professional experience includes delivering, managing, and executing customized and comprehensive strategies for estate, tax, retirement, and investment planning. Ms. Pryor earned her MBA from Eastern University and a BA in Political Science from the University of Massachusetts. She holds the professional designation as a Certified Trust and Financial Advisor (CTFA).