Russ Lombardy

Learning Lab

Russ Lombardy

Lead Attorney

Russ brings his expertise providing protection strategies for private international companies and their owners to the Summit.

Session: Capital Gains Tax & How The Asset Exchange Can Help

About Russ

Russ currently serves as the lead exchange attorney for The Asset Exchange. Russ built his legal career in New York where he worked for a boutique US-Swiss law firm providing tax and asset protection strategies for private international companies and their owners. When the accounting firm KPMG decided to become a preeminent provider of M&A consultancy services for global clients, Russ was recruited to manage a tax-focused deal team active in 140 countries.

For the past 15 years, Russ has been providing legal consulting services to law firms, transactional advisors, accountants, and their clients through Monarch Wealth Attorneys, his Colorado-based law firm. These consulting services are focused on the design of tax sensitive M&A structures, wealth transfer planning for high-net-worth families, and asset protection.

Exit Planning Summit Partner Asset Exchange