Why You Might Need To Fix Your Family Trusts

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor.

Everyone loves a success story. Michael Gold, founder and wealth advisor of Gold Family Wealth, is one of those stories. He grew up in a tiny apartment in Queens, sharing a bedroom with his older sister. He struggled throughout his youth, trying and failing to overcome lackluster education …

For Michael Gold, president and CEO of Gold Family Wealth, clients become family. He is on a mission every day to enrich their lives and enhance their experience by delivering massive value in helping them realize their financial goals, while working to preserve and safeguard their wealth. …