Anthony Glomski

Anthony Glomski is the Founder and Principal of AG Asset Advisory Family Office, a firm that specializes in providing financial services to ultra-wealthy individuals and families.13 He is an author, having written "Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit".1

Professional Background

Glomski is recognized as a thought leader in the wealth management industry, particularly for his expertise in serving tech entrepreneurs and high-net-worth families. His insights have been featured in prominent publications such as Forbes, US News & World Report, and Yahoo!Tech. He also contributes to Accounting Today, sharing his knowledge on financial matters.

Areas of Expertise

Wealth Transfer Planning:: Glomski specializes in helping ultra-wealthy families establish strategies for transferring wealth to future generations, including children and grandchildren.2

Philanthropy:: He has expertise in philanthropic planning, particularly for tech entrepreneurs. Glomski has written about the intersection of philanthropy and technology entrepreneurship, demonstrating his commitment to helping clients make meaningful charitable contributions.4

Tax Strategy:: Glomski is knowledgeable about tax optimization strategies for entrepreneurs. He has shared insights on significant tax breaks that entrepreneurs should be aware of, indicating his focus on helping clients maximize their wealth through effective tax planning.5

Anthony Glomski's work at AG Asset Advisory Family Office involves providing comprehensive financial services to high-net-worth individuals and families, with a particular focus on tech entrepreneurs and those approaching liquidity events.13 His expertise spans various aspects of wealth management, from strategic planning to philanthropy and tax optimization.