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...

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,and tax planning

The gottlieb organization operates in the Financial services industry.

The gottlieb organization's revenue is 11m - 100m

The gottlieb organization has 11 - 50 employees.