Monarch Wealth Attorneys is a specialized law firm founded by attorney Russell Lombardy II, offering comprehensive legal services focused on protecting and managing wealth. With a background in tax law and extensive experience working with entrepreneurs and international families, Lombardy and his team provide outcome-driven planning and asset protection strategies, collaborating with other professionals to ensure the best possible results. The firm's areas of expertise include wealth transfer, asset protection, estate planning, international family assets, services for entrepreneurs, business formation, business succession, and business disposition.
Monarch Wealth Attorneys is dedicated to helping clients safeguard their wealth through proactive and strategic legal solutions. With a strong emphasis on reducing estate taxes, structuring assets, and providing tax-sensitive guidance, the firm offers practical planning for decision-making during disability and structured asset transfers upon death. Additionally, Monarch Wealth Attorneys assists with complex situations involving multijurisdictional families and non-US property ownership, as well as providing services for entrepreneurs, such as dealing with excess taxable income and designing solutions for various challenges and opportunities. The firm's expertise extends to business formation, succession, and disposition, ensuring an orderly and tax-efficient transfer of businesses and designing asset-protected sales structures.
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