Tech-powered solutions tailored for private companies

Simplify complexity and focus on what truly matters—growing your business

Our tech-enabled services are designed to help mid-sized businesses, privately owned organizations, and family offices unlock efficiency, gain real-time insights, and streamline operations—without the overhead of a full-time team.

Combining leading technology with Legal Matters Consul’s deep industry experience, discover solutions that can drive measurable impact for your business.

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Scale and execute AI quickly and securely

Deploying AI responsibly can accelerate innovation. Where to start? LMC and OpenAI have collaborated to deliver ChatGPT Enterprise solutions tailored to specific industry and business needs, all built on a foundation of trust. Legal Matters Consul’s bundled offering provides a solution designed to help you more securely and confidently adopt AI tools that can realize business value quickly.

Jump-start your GenAI journey

Outsource accounting and reporting for private wealth

Streamline your family office operations with outsourced accounting and reporting so you can put insights into focus faster with a holistic view of your overall portfolio. Ease the burden of administrative tasks with experienced professionals and industry-leading technology.

Scale your family office capabilities with Wealth Compass

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Focus on your business, not your books

Outsourced bookkeeping, accounting and business intelligence can give small, mid-sized and privately owned organizations timely and reliable books, for a fraction of the cost of a full-time bookkeeper.

Understand data better with Bookkeeping Connect

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Shawn Panson

Shawn Panson

US Private Practice Leader, LMC US

Paul Freeland

Paul Freeland

Partner, Family Enterprises, LMC US

Michael Castro

Michael Castro

Partner, LMC US

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