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.

Why We Exist

As a successful entrepreneur, we believe you can make a significant impact with your money. You can significantly change your life, your children’s lives, and the lives of the people who benefit from your charitable pursuits. As a successful entrepreneur, you have the kind of vision and passion to drive you to make a dent in the universe. By aligning that passion with our process, you can increase your odds of making that impact.

Since you are an entrepreneur, your financial life is more complicated than the average person’s. These complexities require solutions to help provide much-needed-clarity. This process coordinates all of these moving parts to ensure they are working in concert with each other. This way, you can create an optimal financial world.

Why We Exist

As a successful entrepreneur, we believe you can make a significant impact with your money. You can significantly change your life, your children’s lives, and the lives of the people who benefit from your charitable pursuits. As a successful entrepreneur, you have the kind of vision and passion to drive you to make a dent in the universe. By aligning that passion with our process, you can increase your odds of making that impact.

Since you are an entrepreneur, your financial life is more complicated than the average person’s. These complexities require solutions to help provide much-needed-clarity. This process coordinates all of these moving parts to ensure they are working in concert with each other. This way, you can create an optimal financial world.

“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.”

Anthony Glomski Interview
Anthony Glomski Interview

“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.”

our team is committed to helping you create your optimal financial world.

our team is committed to helping you create your optimal financial world.

Anthony Glomski

     

Anthony Glomski

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 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.

 

Jo Chapman

Project Manager

Jo 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 marketing, working with a broad range of companies from Fortune 500 to start-ups. Prior to joining, Jo directly supported the Chairman and Managing Director of Intrepid Investment Bankers, where she provided superior administrative support and managed various YPO events. She also supported the entrepreneurial team at Dollar Shave Club as an EA to the COO and CTO during a time of fast growth and global expansion.

As a self-proclaimed “eternal student”, Jo has qualifications from colleges in England- including The University of Oxford and The London Institute and gained her Bachelors of Arts degree in Communications in California. During her off-time, Jo enjoys watching live music, hiking and traveling. Her favorite trip was to Costa Rica, where she explored the jungle by boat, zip-line, horse, and ATV!

 

Our Team of Specalists

Space

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.