Posted on July 13, 2020
With the tremendous increase in private wealth, family offices are multiplying. A substantial number of the super-rich (net worth = $500 million or more) and those somewhat less affluent are setting up single-family offices. “It’s mainly about extreme customization, control, and the ability …
Posted on July 13, 2020
For the exceptionally wealthy, the single-family office is – for the most part – the preferred way for them to coordinate their financial and personal affairs. In general, the expertise provided by a single-family office is wealth management (investment management and wealth planning) and s …
Posted on July 6, 2020
Westport, CT – July 20, 2020 – Gold Family Wealth, LLC, an independent investment and wealth management firm in Westport, Connecticut, is excited to announce their alignment with Carson Partners, a community of professional advisory firms dedicated to making the complex simple for investors …
Posted on January 28, 2020
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
Posted on December 6, 2019
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
Posted on November 11, 2019
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
