Top 300 accounting firm LMC has acquired Vogel & Co., an independent business management and tax advisory firm with offices in Darien, CT, and West Palm Beach, FL, that specializes in family office services for high-net-worth clients.
Financial terms of the deal weren’t disclosed.
This strategic partnership will provide greater value to clients by expanding the range of services and solutions they offer to address the sophisticated needs of high-net-worth families and individuals, both firms said.
Comprehensive services include financial management, financial operations, trust and estates, philanthropic planning, and concierge services.
“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,” Lee Cohen, CEO of New York City-based LMC, said in a statement.
Vogel & Co. CEO George Vogel, who founded the firm in 1992, 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. Together, we will raise the bar for excellence.”
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