The Gottlieb Organization

The Gottlieb Organization (TGO) helps clients create tax-advantaged wealth accumulation and distribution through financial engineering. We were formed with the goal of harnessing the extraordinary planning and strategies that have been implemented for nearly six decades by various companies within the Gottlieb complex of companies. We provide a planning perspective that first captures and articulates our clients’ objective(s) and then reaches into our deep technical and experiential knowledge through an iterative process that explores common and obvious solutions but more often than not rests with unique and creative approaches to client challenges. Our culture encourages intellectual curiosity. Unlike financial firms that promote packaged financial solutions or consultants who wait for clients to identify problems and then seek solutions, we invest deeply in R&D. And, armed with suppositions founded on such work, we invest in determining the efficacy of such suppositions and developing solutions in advance of the potential problems occurring.