Full Name
Russell Lombardy
Job Title
Wealth Transfer and Asset Protection Planning
Speaker Bio
Russ currently serves as a managing member and lead exchange attorney at The Asset Exchange. He is also owner and founder of Monarch Wealth Attorneys. Russ built his legal career in New York where he worked for a well-known international tax law firm designing large estate plans. He was then recruited by one of the Big Four accounting firms as a federal tax manager to service their largest corporate clients. Russ has a significant amount of international planning experience as he has transacted business in well over 50 countries. He has extensive experience working with wealthy families and successful business owners. His practice centers on asset protection, wealth transfer, complex estate planning and legal services for entrepreneurs (with the related corporate and partnership taxation planning).
Speaking At