AG Asset Advisory Family Office

AG Asset Advisory is an SEC-registered Family Office that designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want. Our team works extensively with these 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. A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem. We have been featured in several publications including Forbes, US News & World Report and Yahoo!Tech. Our founder is the author of "Liquidity & You - A Guide for Tech & Business Entrepreneurs Approaching an Exit."