The Lombardi Family Office has been empowering Family Offices, Select CPA firms and their most Important Client Families since 2003. We help CPAs take their practices to unprecedented levels, while Virtually enabling them to act and market themselves as a Family Office, without having to create and manage the Family Office themselves. We have assembled a team of arguably the most talented and forward thinking professionals in their specific fields, enabling them to work in concert, in order to help our Family Office clients proactively address and solve the most important issues facing their most important clients . The accounting profession is undergoing radical, unprecedented change. According to Barry Melancon, the President of the AICPA, the CPA profession will change so dramatically in the next 5 years that it will be unrecognizable. It is no longer enough to simply provide traditional accounting services and expect to be valued by your clients. They are demanding more, not just in terms of actual solutions, but in the depth of their relationship with their CPA as well. They will expect their CPA to be the ‘go to person’ for ALL of their business and personal needs. And being charged by the hour won’t even be an option. The Lombardi Family Office addresses ALL of those issues for the CPAs that we work with. We help our clients build a business designed to serve their lives, by being attractive to tomorrow’s clients today. They work with and engage with fewer but more important clients on a more significant level! At the LFO the relationship leads the way! We always believed that the development of significant strategic relationships with our CPA and Family Office clients, empowers these same clients to develop significantly more valuable relationships with their most important clients; thus opening the door to more strategic and significant planning opportunities while making them, primary critical and essential in the eyes of their very best!