Disclaimer: Lamonica Advisory Group is an independent strategic consulting firm specializing in family governance, succession planning, cross-border investment, and advisor coordination.
 
We work closely with registered investment advisors (RIAs), financial institutions, legal experts, tax professionals, and other service providers. While we do not provide investment management, financial planning, legal, or tax services, we collaborate with trusted and licensed specialists to ensure families receive expert guidance tailored to their unique needs.

The information provided on this website is for informational purposes only and should not be considered investment, legal, or tax advice. All financial, tax, and legal decisions should be made in consultation with a qualified professional. Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results.

Lamonica Advisory Group is a trade name of Lamonica Holdings LLC.