When families think about advisor trustworthiness, fiduciary duty is usually where the conversation starts and ends. For Michael Gold of Westport, Connecticut, it is only the beginning. Gold, who founded Gold Family Wealth to serve entrepreneurs, business owners, and multigenerational families, argues that trustworthiness in wealth management extends well beyond the legal obligation to act […]

Trustworthiness consistently ranks as the most important quality investors seek in a financial advisor. But surveys also reveal that few families know how to evaluate it beyond first impressions. Michael Gold, who runs Gold Family Wealth in Westport, Connecticut, argues that the selection process itself not the polished pitch deck is where an advisor’s trustworthiness […]