November 3, 2026 – The Home Adventure

Michael Gold Urges Westport Owners to Plan the End Early

“People do not think about the end in mind early enough,” says Michael Gold, a Westport wealth advisor with 25 years in the field. The founder and CEO of Gold Family Wealth has seen business owners forced to delay the sale of their companies by a full year. The cause, in many cases, was planning carried out in separate silos.The Cost of a Late StartThose delays often happen because assets must be re-characterized before a sale to avoid...

Justin Nelson of JP Morgan Explains What Trust Really Means

Justin Nelson has spent close to 30 years advising wealthy clients, and his conclusion about the work is simple: trust sits underneath everything else. Nelson serves as Managing Director and Head of the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut. He oversees more than $11 billion in assets and leads 20 professionals who work with prominent figures in hedge funds, private equity, real...