LMC Family Office Division

At LMC, our promise is to leverage our expertise, and provide innovative solutions to help our clients achieve their current and future financial goals. To further deliver on this promise, we are expanding the services we are able to provide, through our Family Office Division.

Overview

The goal of our Family Office Division is to provide tailored financial guidance and transparency to families, empowering them to grow their wealth and preserve their legacy.

The LMC Family Office Division offers a variety of services, including:

• Investment Management: We will work with clients to develop a customized investment strategy that optimizes after-tax yield while effectively managing risk.
• Financial Operations: We will streamline financial processes, handling investment reporting, updates, funding, and reconciliation. Additionally, we will assist with document compilation and review.
• Trust & Estate Planning and Maintenance: We develop T&E strategies to preserve and pass wealth to future generations, all while minimizing tax liabilities.
• Charity Planning: We offer support in selecting charities that align with our client’s values and tax strategies, enabling them to make a positive impact on the causes that they care about.
• Concierge Services: We provide a wide range of premium services that will simplify our client’s financial life, making it more convenient and efficient.

We utilize cutting edge technologies to provide insights into financial reporting.

Family Office Lead

Ness Azizo leads our Family Office Division, bringing a wealth of experience gained from working in various finance and accounting roles across industries, including family offices. His expertise ensures that our services are tailored to meet the unique needs of each family’s financial journey.

If you are interested in learning more about how our Family Office Division can benefit your family, please reach out to Ness Azizo at nazizo@lmcas.com.