Michael Gold believes has been largely overlooked. His firm, Gold Family Wealth, based in Westport, Connecticut, was built specifically to serve that middle group.
Gold Family Wealth focuses on households with $20 million to $150 million in net worth. Michael Gold, the firm’s founder and CEO, argues these families face nearly the same complexity as the ultra-wealthy, including multigenerational planning, business interests and coordination across specialists, without access to the dedicated infrastructure billionaire families take for granted.
A Different Operating Model
His answer has been to bring family-office-style service downmarket without the overhead of a full internal staff. Gold Family Wealth relies on a network of outside specialists engaged on a fractional basis, allowing the firm to assemble a team suited to each family’s specific circumstances rather than maintaining every function in house year round.
Gold has paired that model with a partnership with Carson Partners, which provides investment access and planning infrastructure typically reserved for much larger platforms. He frames the arrangement as a way to give his Westport clients the depth of a national firm while preserving the personal attention and continuity he considers central to his practice.
The timing, Michael Gold Westport argues, matters. Close to three quarters of privately held business owners expect to exit within a decade, while trillions in wealth move toward heirs over the next twenty years. Layered against a wave of retiring advisors, Gold sees a widening gap between the guidance families in his target range will need and the firms equipped to provide it. He intends for Gold Family Wealth to fill that gap directly rather than leaving it to platforms built for either much smaller or much larger clients, betting that families in this overlooked tier will increasingly seek out firms built specifically for their circumstances. Visit this page on LinkedIn, for related information.
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