Save Your seat for the live 1-hour video workshop!

September 1st, 2020 @ 10am PST / 1pm EST

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Our Featured Speakers


Russ Alan Prince, a Visiting Scholar at the Forbes School of Business and Technology and one of the leading authorities in the private wealth industry. He consults with family offices, the wealthy, fast-tracking entrepreneurs, and select professionals. He is the author or co-author of more than 60 books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs (available on Amazon). Collectively, the cache of research-based insights within Prince's publications is the most complete empirical analysis in the field and the largest, most comprehensive database on the topic.

Russ Alan Prince

President @R.A. Prince & Associates


Anthony Glomski is the founder of AG Asset Advisory, an SEC-registered Family Office. His team works extensively with entrepreneurs to build family offices and 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.

Anthony Glomski

Founder @AG Asset Advisory

"Russ Alan Prince and Anthony Glomski have tremendous knowledge and experience in this area of practice where good information is not readily available.   I’m so glad that I took this workshop and am already looking to implement the practices for my clients.”

-Jonathan E. Rivlin
The Rivlin Group, PC

"Wow, I wish they had offered this opportunity a long time ago! I would highly recommend to anyone who is serious about growing their practice.  I see the training, resources and relationship leading to some great rewards in the near future!"

-Mark Rush
Ham, Langston & Brezina, LLP

“This Masterclass enabled me to enter a new market.  It provided great training, and the follow up in the one-on-one session is incredible. It is helping to reshape my CPA firm.  I highly appreciate this opportunity!”

-Michael Mertz
Mertz International Limited

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