Category: Business

Michael Gold’s Westport Firm Redefines What UHNW Advisory Leadership Looks Like

Leadership in wealth management is often measured by assets under management, headcount, or the prominence of institutional backing. Michael Gold of Westport takes a different measure. For the founder and CEO of Gold Family Wealth, leadership means remaining personally accountable to clients through complexity, transition, and time. “UHNW families want to know that the people […]

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Michael Gold Westport’s Framework for Investor Due Diligence

Michael Gold Westport emphasizes verification and documentation as critical elements when selecting a wealth manager. Investors should confirm registration with regulatory authorities, review credentials through FINRA BrokerCheck, and examine Form ADV Part 2 for disclosure of fiduciary duties, conflicts, and business practices. Fee structures must be transparent, with examples illustrating the impact on net returns […]

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Digital Marketing Excellence: Navigating Channels and Platforms Effectively

Digital marketing encompasses diverse channels and platforms, each presenting distinct opportunities and requiring specific expertise. Email, social media, search advertising, display advertising, and content marketing all serve distinct functions within comprehensive digital strategies. Grit Marketing’s digital expertise enables sophisticated multichannel campaign development. Email marketing remains among the highest-performing digital channels based on return on investment. […]

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