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LMC Partners with Vogel & Co. to Enhance Family Office Services for High-Net-Worth Clients
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Subscribe03 MAY 2024 / M&A UPDATES
New York-based accounting firm LMC Advisors has formed a strategic partnership with business management and tax advisory firm Vogel & Co. This collaboration aims to expand services to high-net-worth individuals and families, providing comprehensive offerings like financial management, philanthropic planning, and estate planning, in an effort to enhance the firm's commitment to tailored financial services.
LMC Advisors, a regional accounting firm headquartered in New York City, has announced a strategic partnership with Vogel & Co., an independent business management and tax advisory firm specializing in family office services for high-net-worth clients. This collaboration aims to expand the range of services offered to address the sophisticated needs of affluent families and individuals.
About the Partnership
The partnership combines the expertise of both firms to provide comprehensive services, including:
Lee M. Cohen, CEO of LMC Advisors, expressed enthusiasm about the partnership, stating, "We warmly welcome Vogel & Co. to the LMC family and look forward to building a family office firm that embodies our mutual commitment to excellence and delivers exceptional value to clients."
George Vogel, Founder and CEO of Vogel & Co., added, "Partnering with LMC allows us to achieve our joint dream of building the premier family office firm, offering clients tailored financial guidance and transparency, empowering families to preserve and grow their wealth and their legacies."
About LMC Advisors
LMC Advisors is a 100-person regional accounting firm headquartered in New York City, offering Family Office services, CFO + Client Advisory Services, Tax, and Tax Controversy services. The firm has been recognized as one of the top 300 firms in the country and a Regional Leader (Mid-Atlantic) by Accounting Today. LMC has also been consistently honored for its culture, winning accolades such as Best Firm to Work for Accounting Today, Crain’s Best Places to Work in NYC, and Best Companies to Work in New York.
This partnership enhances LMC Advisors' ability to provide comprehensive, tailored financial services to high-net-worth clients, reinforcing its commitment to excellence and client success.
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