Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski

164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets.  But without a framework for helping these people, it can be difficult...


With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. 

But without a framework for helping these people, it can be difficult to know where to start. 

Here today to talk with me about building Family Office Services into your CPA firm is my guest, Anthony Glomski.

Anthony is also the founder of AG Asset Advisory, an SEC-registered Family Office. He and his team work extensively with entrepreneurs and CPAs to build family offices and optimize their financial world.

 

Highlights:

— “In the simplest form, the family office helps the family operate more effectively and helps them function better.”

— “CPAs are especially well-suited for this type of work because they tend to be the most trusted advisor to high net-worth individuals.” 

— “Many of the successful CPAs don't want to be cranking 1040s. What they want to be doing is functioning in a consultative role.” 

— “If you're the person driving the outcome that clients want and you’re quantifying the outcome for them, they will pay you for that.” 



Connect with Anthony:

Website: https://agassetadvisory.com/

 

Anthony’s Books: 

Liquidity and You (available on Amazon)

 https://www.liquidityandyou.com/

 

Your $5 Million High-Net-Worth Practice (available at CPA Trendlines)

https://cpatrendlines.com/shop/ag21hnw/



Want to find out what options you might have for working together?

More about 1:1 coaching, roadmaps, and DIY courses here:

https://shethinksbigcoaching.com/coaching-options