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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 200 Public Sq, Cleveland,ohio,united States
- Phone
- 216.375.2700
- ch****@****org.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gottlieb-org.com
- Keywords
- Life Insurance As An Asset Class, Captive Insurance Companies, Specialty Finance, Corporate Strategies, Consulting Services, Corporate Owned Life Insurance, ESOP, Wealth Management, Wealth Strategy, Philanthropic Solutions, Risk Management, Asset Retention, Tax Planning.
- HQ
- Cleveland, Ohio
The Gottlieb Organization Questions
The Gottlieb Organization's helpline number is 216.375.2700
The Gottlieb Organization's website is gottlieb-org.com
The Gottlieb Organization's LinkedIn profile is https://www.linkedin.com/company/the-gottlieb-organization
The Gottlieb Organization has
11 employees.
View email and phone details for 11
employees at The Gottlieb Organization.
The Gottlieb Organization's industry is
Financial Services
The Gottlieb Organization's top competitors are
Yieldstreet,
Allegro,
Gfp Private Wealth,
Veridion Insurance Partners,
Pf Partners,
Marcum Wealth,
Fountainhead Asset Management,
The Private Trust Company, An Affiliate Of Lpl,
University Hospitals,
Paradigm Wealth Management, Llc.
The Gottlieb Organization's support email address is chall@gottlieb-org.com
The Gottlieb Organization's categories are Financial Services
The Gottlieb Organization's founding year is 1955
