High Net Worth

We deliver tailored financial solutions for families and high net worth individuals, ensuring the growth and protection of their wealth and legacy. Our dedicated team acts as trusted advisors, providing expert management of all financial and risk-related matters to maximize your financial success.

Who we serve in the high net worth community

  • Family Offices
  • High Net Worth Individuals
Our approach ensures personalized support and expert advice for family offices and high net worth individuals
  • Financial Efficiency We optimize your financial processes to enhance performance and streamline operations, ensuring your wealth is managed with precision
  • Time Management We free up your time to allow you to focus on your passions and legacy planning with expert support
  • Maximize Potential We act as a strategic asset, guiding your wealth growth and legacy planning to maximize potential and secure your future
  • Expert Guidance We provide expert financial guidance, ensuring that every decision is informed and aligned with your long-term goals

Our High Net Worth Experts

Lee M. Cohen, CPA

Lee M. Cohen, CPA

CEO of LMC

George Vogel, CPA

George Vogel, CPA

Family Office and Tax Partner

Nessim Azizo

Nessim Azizo

Family Office Co-Lead & Principal

Ari Shamir, CPA

Ari Shamir, CPA

Family Office Co-Lead & Principal