Carson Partners has added Gold Family Wealth, a Westport, Conn.-based wealth management and financial planning firm with $77.5 million, to its partnership network.
Gold Family Wealth, which provides estate planning, tax mitigation, lifestyle and marital planning, as well as asset protection, business succession, retirement and philanthropy advice, is led by founder and CEO Michael Gold, a 42-year-old advisor.
The firm hopes the partnership with Carson will improve its client experience.
“Providing an exceptional client experience is the most important thing we can do but being a three-person team placed some limitations on the number of clients we can provide with that kind of attention,” Gold said in a statement.
Gold added that the partnership would allow his firm to offer more investment options, better advanced planning and succession strategies, and lower fees.
