New York City, New York (May 1, 2024) — 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 greater value to clients of both firms by expanding the range of services and solutions they offer to address the sophisticated needs of high-net-worth families and individuals.
“This partnership with Vogel & Co. gives us both additional capacity to address the increasing demand for Family Office services by combining our high-caliber, talented teams and expanding the deep technical expertise we can offer the clients of both firms,” said Lee M. Cohen, CEO of LMC Advisors and a member of Forbes Top 200 CPAs and Accounting Today’s 2023 MP Elite. “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.”
“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. Together, we will raise the bar for excellence,” said George Vogel, Founder and CEO.
LMC and Vogel & Co. share a commitment to delivering white glove service and to fostering a firm culture that supports superior service to clients and the professional enrichment of their teams.
Comprehensive services include Financial Management, Financial Operations, Trust & Estates, Philanthropic Planning, and Concierge Services.
“As LMC and Vogel & Co. embark on this partnership, we remain committed to maintaining the highest standards of service, integrity, and professionalism. Vogel & Co. clients can expect a seamless transition and continued dedication to their financial success,” Mr. Cohen said.
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. Named one of the top 300 firms in the country and a Regional Leader (Mid-Atlantic) by Accounting Today, LMC has also been consistently recognized for its culture, winning honors as a Best Firm to Work For from Accounting Today, Crain’s Best Places to Work in NYC, and Best Companies to Work in New York.
