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
CEO of LMC
George Vogel, CPA
Family Office and Tax Partner
Nessim Azizo
Family Office Co-Lead & Principal
Ari Shamir, CPA
Family Office Co-Lead & Principal
Featured Articles
Year-End Charitable Planning: Key Considerations for Maximizing Your Philanthropy
Written by Meghann Smith Senior Analyst, LMC Family Office As the year draws to a close, many families focus on…
Wealthy Americans Enhance Estate Plans to Preserve Wealth Amid Potential Tax Changes
Written by David J. Neuman, JD Tax & Legal Manager As the upcoming elections approach, many wealthy Americans are…
Navigating New Challenges in Closely Held-Business Succession Planning
Written by David J. Neuman, JD Tax & Legal Manager The recent developments in business succession planning have introduced…
5 Keys to a Successful Family Office Partnership
Creating a family office is essential for managing and growing family wealth. To ensure that your family office is effective…