Webinar Recording: GYL Family Office: How to Navigate Complexity and Plan for the Future

July 21, 2023

Your financial life is complex and can require guidance that goes beyond investment management. Enjoying your hard-earned resources and protecting your legacy requires a customized approach incorporating tax planning, family governance, philanthropic solutions, and more.

On Tuesday, July 18, GYL held a webinar to discuss how our family office solution can provide the guidance and infrastructure needed to enjoy your resources while protecting your legacy. In the webinar, Gerald B. Goldberg, JD, CIMA®, Aaron Cohen, Ph.D, and Elliot Koenigsberg:

  • Provided insight on the infrastructure required to live life on your terms
  • Explained our customized solution built around you and your family’s needs
  • Discussed the benefits of having a continuity and contingency plan for you and your family


Meet the Presenters

Gerry Goldberg, JD, CIMA®

Gerry Goldberg, JD, CIMA® is CEO and Co-Founder of GYL Financial Synergies, where he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients in areas that include investment policy, asset allocation, and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans. Gerry lectures and authors articles on various investment-related topics, and has served as an adjunct professor in the MBA Program at the University of Hartford.

Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm, Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010–2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”

Aaron Cohen, Ph.D.

Prior to merging with GYL Financial Synergies , Aaron Cohen, Ph.D. was the CEO of Financial Partners Capital Management (FPCM), a New York based asset & wealth management firm. Besides his management responsibilities, he was responsible for the firm’s investment strategy. Aaron has over 30 years of experience in the industry.

Aaron holds a Ph.D. and M.A. in Finance & Economics from the Wharton School, an M.B.A. from the Instituto de Estudios Superiores de Administracion (IESA), and an engineering degree from the Universidad Catolica (UCAB). He has lectured at the Wharton School and IESA.

Aaron has been active as President and Board member of several Jewish organizations in the Greater Hartford area. Aaron was born in Morocco, grew up in Venezuela, and has been living in the U.S. since 1982. He enjoys spending time with family, reading, and several sports activities, such as biking, running, and skiing.

Elliot Koenigsberg

Elliot Koenigsberg joined the firm in spring of 2022 as a Business Strategy Analyst. His role consists of project management and applying process improvement methods. Additionally, he is actively involved in developing, planning, and evaluating a variety of projects.

Prior to joining GYL Financial Synergies, Elliot was a Senior Tax associate at Pricewaterhouse Coopers in the State and Local Tax department. Elliot also has prior tax experience in Real Estate and Private Equity.

Elliot graduated Magna Cum Laude from Queens College with a Bachelor of Science degree in Accounting and holds a Master’s Degree from Georgetown University in Sports Industry Management.