For Us, It’s Personal
Our job is to help you create freedom, security and optionality. We design bespoke
wealth planning strategies and customized solutions for successful entrepreneurs.
For Us, It’s Personal
Our job is to help you create freedom, security and optionality. We design bespoke wealth planning strategies and customized solutions for successful entrepreneurs.
Principal & Founder
Anthony Glomski is the author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. He is also the founder of AG Asset Advisory, an SEC-registered Family Office. His team works extensively with entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.
A defining characteristic of the entrepreneurs Anthony works with is the complexity in their lives and their desire to address this complexity effectively. This is the key issue that inspired his own venture to solve that problem.
Anthony is a widely recognized thought leader in the community. He has been featured in several publications including Forbes, US News & World Report and Yahoo!Tech and is currently a contributor for Accounting Today and CPA Trendlines.
Anthony is an alumnus of KPMG and a member of the Milken Institute Associates. Originally from the Midwest, he is active in several charities, including the Surfrider Foundation and an annual commitment to Project Hope Alliance to help them end the cycle of childhood homelessness.
An avid surfer and a car enthusiast, Anthony is a member of the Silicon Beach Surfers and the Porsche Club of America. He splits his time between Los Angeles and New York.
Brian Thomas, CFA
Chief Investment Officer
Brian Thomas is a seasoned investment professional and tireless student of financial markets, with a talent for simplifying complex concepts. He is a graduate of the Wharton School of the University of Pennsylvania with a BS in Economics and holds the Chartered Financial Analyst designation. His writings have been published in Barron’s, CNBC and other media outlets.
Brian’s relationship with Anthony began in 2000, and he joined Anthony early in the formation of AG Asset Advisory. The two share a passion for translating knowledge and experience into meaningful client relationships.
In his lengthy career, Brian has worked with numerous entrepreneurs and business owners, assessing their unique needs and helping them achieve their goals. He’s established and managed private foundations, qualified plans, and charitable trusts—and customized the hedging and exits of highly concentrated stock positions.
Previously, Brian was a portfolio manager at Concord Investment Counsel. It was there that he developed a strong investment philosophy: portfolio construction should be driven by asset allocation, focused on a correct understanding of value and risk management. Previously he was a professional market maker and member of the Pacific Exchange in San Francisco, dealing exclusively in the technology sector during the late 90s boom.
Brian is a native of Southern California where he resides with his wife and son. Together they support Project Hope Alliance, Lion’s Heart and other local charities. In his free time he enjoys hiking, paddle boarding, and astronomy.
Russ Alan Prince
Expert in Residence
Russ Alan Prince, a Visiting Scholar at the Forbes School of Business and Technology, is one of the leading authorities in the family office space. He specializes in working with the ultra-wealthy. Russ has authored over 50 books, including Maximizing Your Single-Family Office: Leveraging the Power of Outsourcing and Stress-Testing and Your Optimal Financial World: How Driven Entrepreneurs Can Benefit From High-Performing Virtual Family Offices.
Our collaboration allows access to state-of-the-art solutions and highly specialized individuals as well as decades of experience working with and advising family offices both domestically and abroad.
Mary supports Anthony Glomski as a project assistant, bringing 15 years of experience as an executive assistant and project manager across multiple industries from finance to show business to legal, working with a broad range of disciplines. Prior to joining, Mary was the EA to the Executive Vice President of Legal Affairs at 20th Century Studios where she provided superior administrative support to the executive who oversaw a 60+ employee department. Previously she supported the marketing team as an Assistant to the Feature Marketing department during the most exciting years of fast growth and expansion with the strategy of same date openings of films worldwide.
She is grateful to have studied the business of producing at Columbia University, receiving her M.F.A. Mary also received her B.A. from the University of New Mexico where she enjoyed the culture of the desert southwest. During her off-time, Mary is a lap swimmer, cook, and self-proclaimed health enthusiast. Her favorite trip was to Bali where she attended a retreat, met a lot of Australians, rarely wore shoes and swam in the Indian Ocean.
Our Team of Specialists
A customized network of top professionals who regularly work with family offices and highly successful entrepreneurs is necessary to achieve the results you want. A cohesive team can get superior outcomes across a range of issues.
We have assembled a network of best-of-the-best contacts composed of some of the most capable and talented experts with specialized expertise and state of the art capabilities. The specialists on the team can deliver the insights, services, and products you need and want to reach your optimal financial world.
This team of consummate professionals is built around you and your unique situation. They deliver sophisticated solutions, exceptional implementation, and provide the availability to cutting-edge solutions.