Jonathan Lee

Jonathan Lee is an associate wealth strategist at Gresham Partners LLC. Jon assists client families and collaborates with their counsel to design comprehensive wealth transfer plans and make informed decisions related to succession planning, trust and estate administration, asset protection, and philanthropy. He is committed to implementing strategic and personalized solutions that align with clients’ unique goals, preferences, and priorities. Jon draws on his previous experience at a Chicago-based law firm, where he handled all aspects of trust and estate planning and administration. Jon is a graduate of Washington University School of Law and Syracuse University.