“Access to capital is no longer limited. Access to good judgment is,” says Michael Gold, founder and CEO of Gold Family Wealth in Westport, Connecticut. The line captures a theme he returns to often. Wealthy families rarely lack expert help, yet they frequently lack anyone who sees the whole picture. Disclosure Has Limits Gold made […]
Day: November 3, 2026
JP Morgan’s Justin Nelson on Admitting Mistakes and Rebuilding Trust
Every advisor eventually makes a mistake. What matters, according to Justin Nelson, is what happens next. Nelson, a Managing Director at J.P. Morgan Private Bank in Connecticut, has worked in wealth management for nearly 30 years, and he speaks openly about the moments when a client relationship cracks. His first rule is admission. When a […]
Gulf Coast Western Reviews Highlight a $25,000 Toy Donation
Corporate charity stories often blur together, but one passage in a 2020 Gulf Coast Western profile stands out for its specifics. It describes how the Dallas oil company helped a young cancer survivor’s foundation reach far more children during the holidays. The Sadie Keller Foundation began with a personal experience. Sadie Keller was diagnosed with […]