Roberta Lemmo
LP
Roberta Lemmo (Bobbie) heads up MAI's Family Office Group utilizing 30 years experience dealing with a wide variety of clients, including sports personalities, corporate executives, closely-held business owners, high net-worth individuals and family offices. Her focus is Family Office Services for the former owners of IMG/McCormack Advisors International, high net-worth individuals and prominent retired sports personalities. Her team's emphasis is on Trust planning, implementation, governance and administration as well as wealth advisory services, tax and estate planning; international and domestic. Prior to joining MAI, Bobbie was a Tax Analyst with TRW, Inc. which encompassed tax reporting on their Domestic International Sales Organization (DISC) as well as the IRS liaison for ongoing audits.