OUR Services

Family Office

We create customized financial strategies for families and high net worth individuals, empowering them to grow their wealth and preserve their legacy. With unparalleled commitment, we act as a trusted advisor, expertly managing all financial and risk-related matters.

Tailored solutions for financial guidance and transparency

Financial Management

We create your customized strategy for optimized after-tax returns and risk management

Financial Operations

We streamline financial processes, freeing up time for what matters most to you (i.e., investment reporting, funding, reconciliation, tax document compilation)

Trust & Estates

We develop a personalized strategy to maintain your legacy and wealth for your family

Charity Planning

We assist in selecting charities that define your legacy, match your core values and optimize tax impact

Concierge Services

We simplify tasks such as bill pay, complex purchases, medical insurance review, etc, so have more time for your passions

Our Family Office Services Team

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

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