TGO Perspectives

Our goal is to deliver the most effective wealth strategies and solutions for each of our high-net-worth individual clients, business owners and large employers based upon our clients’ core beliefs and individual values. Every program we consider undergoes and must pass through a rigorous diligence process before it is ever considered for a client – internally and with external expert advisors.  Every plan and program we introduce to a client is fully vetted, used within our own companies and our own personal planning and built to be supported for the expected life of each such program.

Benefits of the Revocable Life Trust

By Michael Goldstein, SVP Corporate Strategies Group

November 2013

With the recent revelations concerning the breach of clients’ confidential information at Morgan Stanley….

Sufficient but not ample: are the proposed tax reforms fair?

By Michael Goldstein, SVP Corporate Strategies Group

January 2015

Life isn’t fair, but the opportunities to succeed are there…

Creating Your own entitlement

By Michael Goldstein, SVP Corporate Strategies Group

February 2015

Life isn’t fair, but the opportunities to succeed are there…