Michael Gold - Gold Family Wealth

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Michael Gold - Gold Family Wealth

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Align the life you live with the wealth that supports it. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of CWM, LLC, and have not been reviewed by CWM, LLC as to accuracy or completeness.

10/27/2026

We had an amazing time at 54 Below with Broadway’s Sandra Joseph and Ron Bohmer - and a room full of remarkable people who made the evening what it was.

Thank you to Peter Nakada, Chief Education Officer at Stone Ridge Asset Management, and Ryan Detrick, Chief Market Strategist at Carson Group, for sharing their perspectives on the markets.

And thank you to everyone who joined us and stepped through this door with us.
A glimpse behind the door.

Watch the highlights 🎬

10/14/2026

The right advisors can provide expertise, perspective, and guidance. But ultimately, your financial future still belongs to you.

Stay engaged. Ask questions. Understand the strategy behind the decisions being made. A strong advisory team can help you navigate complexity, but taking ownership means remaining an active participant in the process.

Good advice matters. So does knowing why you’re following it.

09/30/2026

How do you determine what your business is really worth?

Comparing your company to a recent sale in your industry may seem like a good starting point, but no two businesses are exactly alike.

A comprehensive valuation using multiple methods can provide a clearer picture of your company’s value and help you make more informed decisions before going to market.

When it comes to an exit, preparation matters. Getting the valuation right from the beginning could make a significant difference in the outcome.

09/29/2026

Passing down wealth is about more than transferring assets. It’s about preparing the next generation for the responsibility that comes with them.

Even the strongest investment strategies and legal structures can only go so far if future generations aren’t equipped to be thoughtful stewards of that wealth.

As families prepare for one of the largest wealth transfers in history, education, communication, and shared values can be just as important as the financial plan itself.

09/24/2026

Success looks different for everyone.

Because at the end of the day, wealth should support your life, not define it.

09/23/2026

What is the next generation looking for from financial advice?

It’s about more than investments and financial performance. It’s about building a plan that supports the life you actually want to live.

Financial strategies, taxes, legal structures, and investments should all work together to support the areas that matter most, from family and health to career, finances, relationships, and joy.

Because a strong financial plan should ultimately help create a more balanced life.

09/22/2026

How is a family dynasty built to last?

Learn more in the full article in Forbes: https://www.forbes.com/sites/forbesbooksauthors/2026/06/09/how-one-family-preserved-wealth-for-150-years-while-another-lost-nearly-everything/

09/21/2026

What separates a family that preserves wealth for generations from one that watches it disappear?

In his latest Forbes article, Michael Gold looks at the contrasting stories of the Rockefeller and Vanderbilt families and the role that structure, stewardship, family governance, and shared values can play in building a lasting legacy.

The lesson goes beyond financial planning. Long-term wealth requires preparing future generations to understand the responsibility that comes with it. As Michael explains, dynasties are built through continuity, stewardship, preparation, and systems that help keep families aligned across generations.

Read the full article from Michael in Forbes: https://www.forbes.com/sites/forbesbooksauthors/2026/06/09/how-one-family-preserved-wealth-for-150-years-while-another-lost-nearly-everything/

09/18/2026

More advisors don’t always mean more diversification.

When multiple advisors are managing different pieces of your wealth without coordinating, it can create overlapping investments, tax inefficiencies, higher fees, and challenges when it comes to rebalancing your portfolio.

The goal isn’t simply to have more advice. It’s to make sure your advice is working together.

Read the full article from Michael in Forbes: https://www.forbes.com/sites/forbesbooksauthors/2026/05/12/why-uhnw-families-must-evaluate-troubleshooting-mastery-when-selecting-a-wealth-manager/

09/17/2026

What happens when a financial plan meets a problem it wasn’t designed to anticipate?

In his latest Forbes article, Michael Gold explores why ultra-high-net-worth families should consider more than investment performance when selecting a wealth manager. As wealth grows, so does the complexity surrounding businesses, legal structures, family dynamics, reputation, and risk.

When the unexpected happens, strong advisory leadership can mean staying composed, knowing who to call, and coordinating the right specialists around the family. Preparation and judgment matter just as much when something goes wrong as they do when everything is going according to plan.

Read Michael’s full article in Forbes on why troubleshooting should be part of the conversation when choosing a wealth manager.

https://www.forbes.com/sites/forbesbooksauthors/2026/05/12/why-uhnw-families-must-evaluate-troubleshooting-mastery-when-selecting-a-wealth-manager/

Address

257 Riverside Avenue 1st Floor
Westport, CT
06880

Website

http://goldfamilywealth.com/

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