AUM Growth Gresham Partners manages or advises on approximately $13.8 billion for over 125 families, signaling a sizable AUM base and potential opportunities to expand relationships with existing clients and their networks.

Independent Fiduciary Fully independent, fiduciary-led multi-family office with client fee as sole compensation, suggesting a strong value proposition for additional discretionary and advisory services to high-net-worth families seeking conflict-free wealth management.

Awards & Recognition Repeated accolades from Family Wealth Report Awards and Barron’s Top 100 RIA Firms enhance credibility; leverage these accolades in outreach to differentiate from peers and open conversations with prospects seeking proven performance and recognition.

Strategic Tech Stack Utilizes Addepar, OpenAI, and other enterprise tools, indicating a modern, data-driven platform. This opens doors for conversations about enhanced reporting, AI-powered investment insights, and scalable client experiences.

Market Positioning Competition includes large RIAs and private banks; with ~51-200 employees and mid-market AUM, there are opportunities to upsell integrated planning, outsourced CIO services, and family office solutions to wealthier families and expanding family offices who value bespoke, independent management.