Why You Might Need To Fix Your Family Trusts

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 …

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 …

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 …

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.