Ari Shamir, CPA

Ari Shamir, CPA, brings over 13 years of tax and accounting experience, combining deep technical expertise with a highly personal advisory approach. As Co-Lead of LMC’s Family Office Division, he works closely with high-net-worth individuals, families, and their companies to navigate complex financial landscapes spanning tax, estate planning, and business management. In addition to advising on personal wealth matters, Ari provides strategic tax planning and compliance guidance for clients’ operating businesses, partnerships, and investment entities, helping them optimize structures and achieve long-term success.

Ari began his career at a Big Four firm advising alternative asset managers before moving into the family office space to focus on tax planning and financial strategy for clients and their companies. Recognized for his collaborative style and ability to translate complex issues into clear, actionable strategies, Ari is a trusted advisor clients rely on for clarity, confidence, and lasting results.