New Division: LMC Family Office
June 8, 2023
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LMC proudly announces the launch of LMC Family Office, a dedicated division providing specialized family office services to high net worth individuals and families. Designed to meet the complex needs of substantial wealth, this service line supports clients through expert guidance in investment management, tax optimization, estate planning, philanthropy, and more.
What Are Family Office Services?
Family office services are comprehensive solutions that manage the multi-faceted responsibilities of significant wealth. These include:
- Investment Strategy & Portfolio Management
- Tax Planning & Compliance
- Estate Planning
- Philanthropic Planning
- Cash Flow & Budgeting Analysis
- Risk Management & Insurance Review
LMC Family Office simplifies these complexities, enabling clients to focus on what matters most—their business pursuits, personal lives, and legacy.
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Nessim Azizo
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Why LMC Family Office?
By consolidating essential financial services under one roof, LMC Family Office empowers clients to:
- Achieve clarity in their financial planning
- Minimize tax liabilities effectively
- Align investments with personal values and goals
- Reduce administrative burden and decision fatigue
LMC’s commitment to personalized attention, strategic planning, and customized wealth solutions ensures each client receives unparalleled value and peace of mind.
Leadership Spotlight: Nessim Azizo, Principal of LMC Family Office
Leading this initiative is Nessim Azizo, Principal at LMC Family Office. Nessim brings extensive experience from the finance and accounting sectors, having served in various roles including within a family office environment. His leadership responds to the increasing demand for personalized, high-touch family office services.
“Joining LMC to lead this new division was a natural step,” Nessim shares. “We’re here to provide high net worth clients with a single point of contact for all their financial planning and legacy-building needs.”
Tailored Solutions for Every Client
Every client’s journey is unique. That’s why LMC Family Office crafts bespoke strategies aligned with each family’s financial goals and values. Whether you’re navigating complex estate structures or planning charitable initiatives, LMC delivers the tools, advice, and insights to succeed.
Get in Touch With LMC Family Office
If you are interested in learning more about the new unique service offering from LMC Family Office and how it may help you please reach out to Nessim Azizo, at [email protected].