Elliot Gild

Background

About Elliot Gild

As a CFP® practitioner and Family Wealth Advisor in a multi-family office, I work with families who have achieved unique levels of wealth, helping them navigate the complexity that inevitably comes with it. Our team of specialists provide coordinated guidance across investment strategy, estate and tax planning, philanthropic goals, and generational transitions. My role goes beyond managing assets. I work closely with families to understand what matters most to them and help translate those values into thoughtful financial strategies. Whether it's planning for a business transition, guiding next-gen engagement, or helping families align their wealth with purpose, I’m here to be a long-term partner and advocate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.