October 10, 2026 – Stuffed Adoptions

JP Morgan’s Justin Nelson on Emotion and Family Wealth

Money decisions at the top of the wealth spectrum are rarely just about money. Inheritance plans, transfers between generations, and the hopes parents hold for their children all enter the conversation. Justin Nelson, a Managing Director at JP Morgan, has built his hiring approach around that reality.Nelson leads the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut. With a 20-person team and more...

Business Exits and Planning Silos: Michael Gold’s Westport Perspective

Close to three-quarters of privately held business owners expect to transition or exit their companies within the next decade. The Ritz Herald, citing industry estimates, puts the potential wealth tied to those exits at $10 trillion to $14 trillion. Yet many owners remain unprepared.Michael Gold, founder and CEO of Gold Family Wealth in Westport, Connecticut, says a lack of communication among advisors is a major reason why.Where Exit Plans...