Ari Shamir, Partner and Family Office Co-Lead, has been named a 2026 NYCPA Emerging Leader by the New York State Society of CPAs. The 2026 Emerging Leaders were recognized at the recent NYCPA Annual Meeting held on May 14 in New York City. The Emerging Leaders award recognizes…
Creating a family office is essential for managing and growing family wealth. To ensure that your family office is effective and successful, consider focusing on these five key areas for a successful family office partnership. These elements are crucial for achieving long-term financial success and stability. Build…
May 1, 2024 (New York City) — LMC Advisors today announced a partnership with Vogel & Co., an independent business management and tax advisory firm with offices in Darien, CT, and West Palm Beach, FL, specializing in family office services for high-net-worth clients. This strategic partnership will provide…
