There are certain criteria that ultra-wealthy families interested in creating family dynasties need to consider when they choose the professionals to assist them. “A key factor is their specialized knowledge and the experience of themselves and their teams,” says Anthony Glomski, President and Founder of AG Asset Advisory Family Office and author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. “Knowing what to do and having experience with establishing a family dynasty is crucial. From helping the wealthy family to mitigate taxes on selling company assets to how to most cleverly use Private Placement or other strategies to helping them structure their domestic and international holdings can make all the difference.”
