Chicago-based wealth manager Gresham Partners has appointed Matt Bonaguidi as chief wealth strategist, acting as the firm’s in-house expert for estate planning, wealth transfer and philanthropic planning.

In his new role, Bonaguidi will work with Gresham’s client service team to develop initiatives that will enhance the firm’s wealth planning offering, the firm said. 

Since joining Gresham, Bonaguidi has acquired expertise in setting approved transfer planning strategies for clients, as well as analyzing tax law changes and leveraging the firm’s network of estate planning attorneys, philanthropic advisors and accountants.

Bonaguidi is a member of the Chicago Estate Planning Council and the American Institute of Certified Public Accountants.

Gresham Partners, which was founded in 1997, caters for families with investable assets of at least $25 million and has nearly $3 billion under management.