Archive for family-office

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 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…

LMC Spotlight: George Vogel & Ari Shamir

The Bottom Line was excited to interview George Vogel, Family Office and Tax Partner, and Ari Shamir, Family Office and Tax Director of LMC Family Office Services.

LMC Partners with Vogel & Co.

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…