Here’s what you’re looking for: Anthony Glomski and Russ Alan Prince

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Keep Clever from Turning Fraudulent

Turn stress testing into a profitable revenue stream.

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

For the extremely wealthy, financial stress testing is quite common. Just consider the following case.

MORE: Six Benefits of Family Offices | How to Profit by Being a Thought Leader | The Best Wealth Coaching Candidates | Opportunities within COVID-19 | Clients Who Prefer Obscurity | Four Steps of Stress Testing | The Smart Way to Handle Financial Products
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A super-rich individual (net worth = $500 million or more) asked us to examine a tax mitigation strategy he was using. He was quite proud of how ingenious it was and how well it worked. The complication was that some of his business dealings were under scrutiny, and he wanted to make sure his wealth planning would not cause any problems. As part of this tax strategy, he had done several things:
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Three Reasons to Use Pros for Estates

Jason P. Trenton
Jason P. Trenton: How to avoid family feuds.

Family members might not know all the risks.

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

Being named executor of an estate places many legal and fiduciary responsibilities on that person. An executor is entrusted with settling the decedent’s affairs, arranging for the payment of any income and estate taxes, and distributing the assets of the decedent’s estate.

MORE: Six Benefits of Family Offices | How to Profit by Being a Thought Leader | The Best Wealth Coaching Candidates | Opportunities within COVID-19 | Clients Who Prefer Obscurity
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In most cases, people choose a loved one or family member to serve as executor.
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Six Benefits of Family Offices

Jason Zayon, a partner in the Business Management & Family Office Group at Armanino LLP,
Zayon

Why the ultra-wealthy might prefer them.

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

In many ways, the accounting industry is under pressure from fee compression and seriously increasing competition. The current crisis is exacerbating the problems some accounting firms are having.

MORE: How to Profit by Being a Thought Leader | The Best Wealth Coaching Candidates | The Smart Way to Handle Financial Products | There Are 4 Types of Professionals | 6 Steps to Maximize Referrals
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At the same time, certain types of clients and sets of services prove to be extremely profitable for accounting firms. One such type of client is the ultra-wealthy. Furthermore, a potentially highly profitable segment of the ultra-wealthy is those with single-family offices.
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How to Profit by Being a Thought Leader

Will you create or curate?

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

Becoming a thought leader is one of the most effective ways to effectively position you and your practice to the ultrawealthy and the other professionals who serve them. Think of it as complementing and augmenting the powerful relationships you are building using the Everyone Wins Process.

MORE: The Best Wealth Coaching Candidates | Opportunities within COVID-19 | Clients Who Prefer Obscurity | Four Steps of Stress Testing | The Smart Way to Handle Financial Products | Three Types of Family Offices for the Wealthy
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While there are different ways people define a thought leader, the following captures the actions and outcomes of becoming a thought leader:
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The Best Wealth Coaching Candidates

Woman executive coaching a male employee across deskThey share six qualities.

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

Personal wealth creation coaching is a methodology we use with the wealthy, including the super-rich as well as select professionals. We start personal wealth creation coaching with clients by having them identify where they are today and where they want to be.

MORE: Opportunities within COVID-19 | 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 | Thought Leadership Is More Precious Than Ever
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We find there is always a gap. By leveraging and increasing their networks while enhancing the depth of their business relationships, we show them how to close the gap.
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