Michael Gold is the founder and CEO of Gold Family Wealth, a premier private wealth management firm in Westport, Connecticut. For more than 25 years, he has worked with ultra high net worth families, entrepreneurs, and business owners, navigating complexity and wealth transition. Michael specializes in helping successful families and business owners maximize, protect, and transfer their wealth through coordinated planning and family-office services. His approach emphasizes strategic clarity, coordination across financial disciplines and family governance[1] over fragmented advice. He holds an MBA in Quantitative Finance and Leadership from NYU’s Stern School of Business and is a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor®. He was named a Forbes Best-in-State Wealth Advisor[2] (2025). Gold Family Wealth 257 Riverside Ave., 1st Fl Westport, CT 06880 (646) 844-2533 [1] a structured process or framework that helps families, particularly those with shared assets or businesses, align on values, communicate effectively, and make informed, long-term decisions. [2] Forbes Best-in-State Wealth Advisor: Awarded to Michael Gold for 2025 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. [Most recent year won] research summary as of April 2025: 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor’s location, and 1,545 web-based interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Investment advisory services offered through CWM, LLC, and SEC Registered Investment Advisor.