Opportunities within COVID-19

Your path to higher net worth.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

We have presented the following equation:

Conviction + Process + Expertise + The COVID-19 Crisis =

$5 Million High-Net-Worth Practice Built Quickly

MORE: Clients Who Prefer Obscurity | Four Steps of Stress Testing | The Smart Way to Handle Financial Products | Three Types of Family Offices for the Wealthy | Virtual Workshops Guide Clients through COVID
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So, let us review. Working backward …

Posted on December 27, 2021

Anthony Glomski and Russ Alan Prince

About the Author

RUSS ALAN PRINCE AND ANTHONY GLOMSKI AG21HNW

Prince and Glomski

Anthony Glomski and Russ Alan Prince are the co-authors of "Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond," published by CPA Trendlines.

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Russ Alan Prince is one of the foremost authorities in the private wealth industry and co-author of Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs. He regularly consults with the Super Rich, family offices, and select professionals. Prince is executive director of the Family Office Association. Institute and has authored or co-authored more than 60 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management and Maximizing Your Single-Family Office: Leveraging The Power Of Outsourcing And Stress Testing. Connect on LinkedIn.

Anthony Glomski is the founder of AG Asset Advisory, an SEC-registered Family Office. His team works extensively with entrepreneurs to 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. Anthony began his career at KPMG and has been featured in Forbes, US News, and several other media outlets. He can be contacted at AG Asset Advisory.

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The information, data, and opinions contained herein do not constitute investment, legal, or tax advice. The authors are not attorneys and are not engaged in rendering professional service or advice. Please consult your professionals for advice in specific situations. The authors may not be held liable in any way for any interpretation or use of the information in this publication

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