5 Steps to Preserving Your Wealth
As a successful entrepreneur, you’re in a unique situation. As such, there are specific steps you should take to ensure your family’s financial well-being, and they center around capital preservation rather than exponential growth. For advice, we turned to Anthony Glomski, an author, public speaker and the founder of AG Asset Advisory, an SEC-registered investment advisory firm that helps successful tech entrepreneurs who are approaching a liquidity event make smart decisions about their money. Here are the five principles he shares with his clients— and they’ll likely work for you, too.
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