Michael Gold CFP®, MBA
Founder and CEO, Wealth Advisor
Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor.
SUMMARY:
• Learn the key components of a family office and how some of the most successful families operate their financial world
• Get a detailed understanding of how family offices are structured to help
o Build and preserve wealth
o Mitigate tax
o Protect wealth
o Make impacts to charitable causes
o Transfer wealth
o Living an amazing lifestyle
o Managed the daytoday bills
o Manage health for longevity planning with concierge medicing

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Learn more about me at http://www.goldfamilywealth.com/'>http://www.goldfamilywealth.com/
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ABOUT MICHAEL
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Michael Gold is the Founder and CEO of Gold Family Wealth. Michael founded Gold Family Wealth with the objective of helping entrepreneurs, highlevel executives and wealthy families gain even more control over their financial and business interests, by inspiring and instructing them on how to enhance their lives and achieve their goals, through an advanced approach to wealth planning. Michael started his career in 2000 and currently serves a select group of wealthy clients. Michael is not your typical wealth advisor. He views wealth management from an entirely different perspective, always obsessing to find ways to add value to improve and enhance the lives of the families he serves.

After years of research and development Gold Family Wealth, LLC has designed a meticulous process modeled after some of the most successful single and multifamily offices. Our approach has been instrumental in helping our family of private clients evaluate if their business interests and their personal financial situations are aligned with what they wish to accomplish. This process connects the dots with methodical precision helping to identify the existence of gaps or redflags and how best to address them, as well as which opportunities to consider pursuing to further improve their lives. Lastly, to implement the various strategies and tactics, Gold Family Wealth leverages our team of high caliber strategic alliances, experts in the fields of:
Investment Management,
Tax mitigation
Legal
Trust & Estate
Charitable giving
Risk Management
Exit/Succession Planning
Concierge Medicine
Lifestyle
Michael earned his MBA from NYU Stern School of Business, specializing in Quantitative Finance and Leadership. He earned his B.A. from the State University of New York College at Oneonta. He is a Certified Financial PlannerTM
Meet Michael at www.goldfamilywealth.com
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Gold Family Wealth, LLC), or any noninvestment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Gold Family Wealth, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Gold Family Wealth, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Gold Family Wealth, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an Gold Family Wealth, LLC client, please remember to contact Gold Family Wealth, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.