As a public accountant, your schedule is jam packed with work, even on your days off. Create a better life-one that allows you to spend quality time with family, no longer feel stressed out 24/7, and achieve more business growth and professional success than you thought possible. Want to become irreplaceable in your role as a CPA? Here's how we do it.
We provide you with a vast array of integrated services and a dream team of industry experts, so you will become your clients' single point of contact. You no longer have to do and know it all. Leverage our services and take on fewer, more affluent clients so you can devote more time to personal relationships. Build trust, show integrity, and grow your business.
Provide unmatched value to your clients as the go-to source they're looking for. When you're overworked and disconnected from those you serve, the future can look bleak. Spend time focusing on personal relationships with your family and your clients. Make it to school functions. Be truly present at graduations.
We provide you with a vast array of integrated services and a dream team of industry experts, so you will become your clients' single point of contact. You no longer have to do and know it all. Leverage our services and take on fewer, more affluent clients so you can devote more time to personal relationships. Build trust, show integrity, and grow your business.
Provide unmatched value to your clients as the go-to source they're looking for. When you're overworked and disconnected from those you serve, the future can look bleak. Spend time focusing on personal relationships with your family and your clients. Make it to school functions. Be truly present at graduations.
Services
Somehow, most CPAs have come to believe that "more is more" and are scared to embrace less.
They end up sacrificing the present for the future, neglecting the things and people that matter most.
We believe there's more to life.
For over 15 years, Lombardi Family Office has helped CPAs understand the importance of a work-life balance and take control of their personal and professional success.
We help you form deeper relationships with your clientele, have the time to focus on your personal relationships, and quickly grow your businesses.
They end up sacrificing the present for the future, neglecting the things and people that matter most.
We believe there's more to life.
For over 15 years, Lombardi Family Office has helped CPAs understand the importance of a work-life balance and take control of their personal and professional success.
We help you form deeper relationships with your clientele, have the time to focus on your personal relationships, and quickly grow your businesses.
Lead a life filled with purpose.
When you become a member of Lombardi, we provide you with all the expertise, resources, and tools you need to better serve your clients and take control of your life.
Have a greater impact on your business, your family, and the families you serve.
Our unique modern family framework provides solutions to the most significant problem areas you and your clients are facing.
These include family and corporate governance, risk and cost mitigation, custom real estate solutions, relationship management, charity and philanthropy, and alternative investments.
When you become a member of Lombardi, we provide you with all the expertise, resources, and tools you need to better serve your clients and take control of your life.
Have a greater impact on your business, your family, and the families you serve.
Our unique modern family framework provides solutions to the most significant problem areas you and your clients are facing.
These include family and corporate governance, risk and cost mitigation, custom real estate solutions, relationship management, charity and philanthropy, and alternative investments.
The Advanced Tax Planning Institute (ATPI), presented by the Lombardi Family Office, is the country's premiere event for forward-thinking CPA firms.
For over 12 years, the ATPI bi-annual event has provided education in an intimate setting, teaching often over- looked, but necessary communication, leadership and relationship building skills, as well as the technical strategies needed by CPAs to bring more value than they could have ever imagined to their most accomplished families.
Guest speakers are among the finest qualified strategists and solution providers nationally, in their respected fields of comprehensive advanced income tax, cost mitigation and estate/generational planning strategies, as well as unique Family Office services empowering CPAs to take their planning beyond the next level.
For over 12 years, the ATPI bi-annual event has provided education in an intimate setting, teaching often over- looked, but necessary communication, leadership and relationship building skills, as well as the technical strategies needed by CPAs to bring more value than they could have ever imagined to their most accomplished families.
Guest speakers are among the finest qualified strategists and solution providers nationally, in their respected fields of comprehensive advanced income tax, cost mitigation and estate/generational planning strategies, as well as unique Family Office services empowering CPAs to take their planning beyond the next level.
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