our philosophy

The Gottlieb Organization’s roots date back more than 60 years through predecessor entities providing financial counseling, insurance strategies and wealth management services in creative, sound ways. 


The Gottlieb Organization (“TGO”) was formed to bring together numerous companies and disciplines founded and acquired over the past seven decades by the Gottlieb family, while continuously serving our clients through innovative ways to build, protect, transfer and insure client wealth. After more than a half-century of consulting to some of America’s wealthiest families and largest companies, our work continues to be delivered according to our basic principles.