The following is an excerpt from the March 15th article by Michael Cohn:

“Richard Muscio, a CPA in San Diego who services family offices with a net worth of $250 million and above, is one of the experts who works with Lombardi. Separately, he also consults with about 30 CPA firms on servicing their high net worth clients.

“Tony Lombardi and I got together two years ago,” he said. “We were talking about essentially the same thing in public. But we were coming from a slightly different perspective. I’m a CPA. He’s not a CPA. But they’re servicing CPA firms and law firms as well.”

He collaborates with Lombardi on offering family office financial planning and other services.”