Monarch Wealth Attorneys is a law firm built by and around attorney Russell Lombardy.
The firm has non-attorney staff (legal research, legal support, paralegal services, etc.) as well as multiple relationships with attorneys who work with Monarch Wealth Attorneys on an of-counsel basis (fiduciary litigation, insurance litigation, probate, etc.). Additionally, the firm has extensive world-wide relationships with accountants, lawyers and trust service providers. However, the driving force behind the firm is attorney Russell Lombardy.
Russ is a native of Clinton, Maryland, and worked for several years as a software engineer after graduating from the University of Maryland, College Park, with a Bachelor of Science Degree in Physical Sciences (with concentrations in Physics, Computer Science, and Mathematics). He then moved to Miami, Florida, where he attended law school on an academic scholarship at St. Thomas University School of Law. During law school, Russ was an editor of the school’s law review, was professionally published, and was the president of the local chapter of the largest legal fraternity in the nation (Phi Alpha Delta). Russ graduated law school and received a J.D. with academic honors. He then went on to continue his education at New York University where he received a Master of Laws Degree (LL.M.) in the top federal taxation law program in the country.
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.
Russ has built his practice 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).
In addition to being licensed to practice law in Colorado, Russ is actively licensed in New York and regularly works with the extensive network of international service providers he has established.
Russ belongs to various estate planning, charitable, and legal organizations in Colorado, including the Colorado Bar Association, the Boulder County Bar Association, and the Boulder County Estate Planning Council.
Russ is married to M. Carolina Lombardy and has a young daughter, Sophia. Russ and his family spend as much time as their busy schedules allow hiking, snowshoeing, camping, mountain biking, and generally playing in the Rocky Mountains in and around Colorado.
- New York, 1998
- Colorado, 2004
- New York University School of Law, New York, New York
LL.M. – Master of Laws Degree in Taxation (in the #1 ranked tax LL.M. program in the country)
- St Thomas University School of Law, Miami, Florida
J.D. – Juris Doctors Degree (concentration in tax law)
Honors: Graduated With Honors
Honors: Dean’s List Each Semester
Honors: Multiple Book Awards for the highest class grade
Phi Alpha Delta (President 1996 – 1997, Secretary 1995 – 1996, Member 1994 – 1995)
Law Review: St. Thomas University Law Review 1995 – 1997, Notes and Comments Editor, 1996 – 1997
- University of Maryland, College Park, Maryland
B.S. – Bachelor of Science
Major: Physical Sciences (Physics, Computer Science, and Mathematics)
- The Myth of Market Power: Why Market Power Should Not Be Presumed When Applying Antitrust Principles to the Analysis of Tying Agreements Involving Intellectual Property, 8 St. Thomas L. Rev. 449, 1996
- Frequent lecturer on Estate Planning, Multiple Sponsoring Organizations.
Professional Associations and Memberships
- Boulder County Estate Planning Council, 2005 – 2015
- Boulder County Bar Association, 2005 – to present
- Colorado Bar Association, 2005 – to present
Pro Bono Activities
- CareConnect / RSVP of Boulder County, 2005 – 2010 (Board Chair 2008 – 2009)
- Phi Alpha Delta, the world’s largest law fraternity – Soia Mentschikoff Chapter (President 1996 – 1997; Secretary 1995 – 1996; Member 1994 – 1995).