OUR Services
Family Office
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
Featured Articles
Ari Shamir Named a 2026 NYCPA Emerging Leader by the New York State Society of CPAs
Ari Shamir, Partner and Family Office Co-Lead, has been named a 2026 NYCPA Emerging Leader by the New York State Society…
Read more5 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…
Read moreLMC Partners with Vogel & Co.
May 1, 2024 (New York City) — LMC Advisors today announced a partnership with Vogel & Co., an independent business management…
Read more