Have You Optimized Your Financial World?
We design bespoke wealth planning strategies and customized solutions for highly successful
entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want.
Have You Optimized Your Financial World?
We design bespoke wealth planning strategies and customized solutions for successful entrepreneurs that avoid missed opportunities and achieve the outcomes you want.
As Seen In
As Seen In
Family offices enable the ultra-wealthy to achieve exceptional outcomes.
Are you leveraging the same process to get the results you want and ensure you are not missing out on any potential opportunities?
Missing Opportunities
Are you certain that you aren’t missing out on any potential opportunities?
There is a whole range of available solutions – some more customized than others – to consider as you decide what you want to achieve.
Overpaying Taxes
Are you taking every step possible to legally mitigate all the different taxes that you’re paying today?
We use numerous strategies and financial solutions to help our clients minimize their taxes. Income generated from your business, exits and liquidity events, investments eroded by tax drag, the 40% the government will take when you’re not here anymore – you require access to many possible solutions.
Managing Complexity
How confident are you that you are not making legal or financial mistakes presently or with what you are considering doing?
You are in a unique world which requires a systematic process to manage the complexity. Diverse balance sheet, multiple entities, numerous trusts, ISOs, NSOs, founder’s stock, Section 1202 and QSBS, securing a mortgage on a founder’s salary, the list goes on.
Family offices enable the ultra-wealthy to achieve exceptional outcomes.
Are you leveraging the same process to get the results you want and ensure you are not missing out on any potential opportunities?
Great Success Creates Great Complexity
You’ve worked insanely hard and taken risks to become successful, and now your world is complex. You and your family deserve bespoke solutions tailored to your unique situation.
Great Success Creates Great Complexity
You’ve worked insanely hard and taken risks to become successful, and now your world is complex. You and your family deserve bespoke solutions tailored to your unique situation.
We understand the frustration caused by missing opportunities, overpaying taxes and managing complexity. We are entrepreneurs that founded our firm focused on the entrepreneur. We’ve regularly witnessed that your continued success creates increased complexity.
You Are Not Alone
More than 100 years ago, the most successful families faced the same challenge. Tremendous success created from their businesses created enormous complexity in their personal financial lives. To solve this problem, the “family office” concept was created. A coordinated effort by a team of the best experts to drive optimal results for them, their family, and causes they care about.
Today, billionaires leverage the same concept, but often at a cost of millions just for the payroll. Thanks to technologies and top-notch professionals, you can have the same advantages…you can have a family office.
We Can Help
We believe you deserve to optimize your financial world leveraging the same talent, strategies, and processes previously only afforded to billionaires. Our process and plan can get you where you want to go.
We Can Help
We believe you deserve to optimize your financial world leveraging the same talent, strategies, and processes previously only afforded to billionaires. Our process and plan can get you where you want to go.
“If you’re looking for gold medal results, read Liquidity & You and follow Anthony’s advice.”
“Anthony Glomski’s Liquidity & You is a must read for any entrepreneur who has had or will have a liquidity event.”
“Anthony Sheds light on strategies that will help you prepare for the future instead of being forced to react to events that have already taken place.”
“If you’re looking for gold medal results, read Liquidity & You and follow Anthony’s advice.”
“Anthony Glomski’s Liquidity & You is a must read for any entrepreneur who has had or will have a liquidity event.”
“Anthony Sheds light on strategies that will help you prepare for the future instead of being forced to react to events that have already taken place.”
“Growing up with scarcity caused me to pursue an entrepreneurial path at a young age. I was heavily influenced by my dad, an engineer, that drove my passion for the tech industry. My entrepreneurial grandfather owned two gas stations and knew all his customers by name. When I work with entrepreneurs today, I’m showing up as a testament to the legacy of my dad and grandfather, my two vital role models.”
“Growing up with scarcity caused me to pursue an entrepreneurial path at a young age. I was heavily influenced by my dad, an engineer, that drove my passion for the tech industry. My entrepreneurial grandfather owned two gas stations and knew all his customers by name. When I work with entrepreneurs today, I’m showing up as a testament to the legacy of my dad and grandfather, my two vital role models.”
STEP 1
It’s All About You
STEP 2
Understand Your Options
STEP 3
Bespoke Implementation
STEP 4
Ongoing Collaboration
The Benefits of us Working Together:
It's All About You, Not Us.
As fiduciaries, we are required to put your interests ahead of our own.
It's All About You, Not Us.
As fiduciaries, we are required to put your interests ahead of our own.
We Make Your Life Easy.
We will handle all the paperwork and relationship coordination (to make your life as easy as possible).
We Speak Clearly.
We will speak plainly and explain the solutions and options available to you in ways that make sense and enable you to make informed decisions for your unique situation.
You Will Know What It Costs.
Full visibility on fees, elimination of any conflicts of interest, and delivering value you can quantify.
We Can Work Well With Your Current Financial Advisors.
A cohesive team can include existing financial advisors playing an important role.
We Get Things Done.
Great plans get executed with our tracking system to keep, you, us and your team on track.
STEP 1
It’s All About You
Develop a solid and meaningful understanding of your world today both personally and as an entrepreneur.
STEP 2
Understand Your Options
What do you want to achieve? In-depth discussion begins to synchronize the personal solutions that match up best to your unique needs and wants.
STEP 3
Bespoke Implementation
Your life is like a painting, unique in every detail. We’ll build a team and customize solutions tailored specifically for your specific situation.
STEP 4
Ongoing Collaboration
Life is a movie, not a still picture. Your world evolves and we are there as your guide with you and your team to keep it optimized.
The Benefits of Us Working Together:
It's All About You.
Do you want a working relationship where your needs are put first? As fiduciaries, we are required to put your interests ahead of our own.
We Make Your Life Easy.
We will handle all the paperwork and relationship coordination (to make your life as easy as possible).
We Speak Clearly.
We will speak plainly and explain the solutions and options available to you in ways that make sense and enable you to make informed decisions for your unique situation.
You Will Know What It Costs.
Full visibility on fees, elimination of any conflicts of interest, and delivering value you can quantify.
We Work Well With Your Current Financial Advisors And Other Professionals.
A cohesive team can include existing financial advisors and other professionals playing an important role.
We Get Things Done.
Great plans get executed with our tracking system to keep you, us and your team on track.
Our Services:
Lifestyle Services & Special Projects
Concierge medicine, family/personal privacy, investigations and due diligence.
Philanthropic Advisory
Financial Therapist
Help with issues around how money impacts your family, direction for your life after an exit, and other challenges specific to successful entrepreneurs.
Tax Mitigation
Sophisticated solutions that enable you to keep more and do more.
Disaster Recovery Plan
Creating visibility for you, your team, and the people that need to know in an emergency.
Exit & Liquidity Planning
Before, during, and after.
Charitable Tax Planning
Allowing you to keep more or help more.
Building a Family Legacy or Dynasty
Create your world for your future generations.
Investment Consulting
Centralized Reporting
Across all your accounts, assets and advisors.
Our Services:
Lifestyle Services & Special Projects
Concierge medicine, family/personal privacy, investigations and due diligence.
Philanthropic Advisory
Tax Mitigation
Sophisticated solutions that enable you to keep more and do more.
Financial Therapist
Help with issues around how money impacts your family, direction for your life after an exit, and other challenges specific to successful entrepreneurs.
Disaster Recovery Plan
Creating visibility for you, your team, and the people that need to know in an emergency.
Exit & Liquidity Planning
Before, during, and after.
Building a Family Legacy or Dynasty
Create your world for your future generations.
Charitable Tax Planning
Allowing you to keep more or help more.
Investment Consulting
Centralized Reporting
Across all your accounts, assets and advisors.
(Future) Ex Son-In-Law walking away with your hard-earned money.
Massive check written to the government instead of funding your legacy.
Millions of dollars left on the table due to under-optimized exits and liquidity events.
Kid squandering your money on a Ferrari collection versus taking care of the next generation.
We Witness Transformations
FROM funding your lifestyle…
TO creating a legacy
FROM an equity stake in a start-up company…
TO philanthropists changing the world
FROM a world of complexity and uncertainty…
TO a world of control that is fully optimized
We Believe You Deserve Your Optimal Financial World
We Believe You Deserve Your Optimal Financial World
Access My 3 Complimentary Chapters of the Guide
Access My 3 Complimentary Chapters of the Guide
Access the Top 10 Wealth Planning Strategies for Successful Entrepreneurs