Richard is joined by Anthony Lombardi CEO of the Lombardi Family Office and their CIO (Chief Investment Officer) Jeffery Dunham to discuss what a virtual family office is and how CPAs can attract and keep their best clients. The Lombardi Family Office which allows CPAs to bring the services of a family office for their very best clients using the Lombardi Family office.

The Lombardi Family office is there to help clients make a significant impact on the lives of their best clients while helping them live the significant life they were created to live.

Since 1995, Anthony Lombardi has been developing and perfecting a business model whose primary focus is to assist leading CPAs and Attorneys to operate their practice more efficiently, to deliver maximum value to their very best clients, and to enjoy organic growth. One of Mr. Lombardi’s special and unique abilities is developing relationships and teaching “The Art of the Relationship” to CPAs and Advisors.




Jeffrey A. Dunham is Founder and President/CEO of Dunham & Associates Investment Counsel. In 1985, Jeffrey Dunham founded Dunham with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and Dunham Trust have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that Jeffrey envisioned more than three decades ago. He has a B.S. from San Diego State University and FINRA Series 3, 4, 7, 24, 53, 63 and 65 registrations.