asset management

Thinking Outside the Nine Dots: Estate Planning

We approach estate planning differently. While there are many different instruments you can use, ultimately it is not all about the tax — it's about what matters to you. In this episode we take a look at how TGO helps clients create a unique estate plan that fits their goals for each stage of life.

Thinking Outside the Nine Dots: Life Insurance as an Asset Class

Life insurance is a financial instrument that I believe is significantly underutilized and understood only within certain limits that don't press the edges. I've been around the world of life insurance my entire life and have been actively involved for more than 45 years with using life insurance as a financial instrument.

The Gottlieb Story: Meet Josh Gottlieb

The lessons I’ve learned and my life experiences have stuck with me and are an incredible underpinning of who I am, what I do and what I expect in my organization. From collaborating with my staff to working with clients, my background adds so much depth and value to everything that I'm doing.