Awards

We are proud to have won the following awards:

Best MFO for Family Wealth Counselling 2019

Best Regional Multi-family Office 2014, 2015, and 2016

Family Office Woman of the Year – Rhona E. Vogel 2014

Best Regional Multi-family Office 2014

FWRAwardsWinnerVogel

Boutique Multi-family Office 2013

MFO of the Year 2013

Bloomberg Richest Family Office List
September 2013
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Bloomberg Top 50 Family Offices
September 2012

Case Studies

Understanding the “Big Picture” of Your Estate

Integrating a family’s estate diagram with personal financial statements creates a useful planning tool, especially for individual family members who prefer visual depictions to narrative descriptions.

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Decanting a Trust

Drafting trust terms to document your wishes is a complex and challenging process. The language you use is critical and will determine the degree of flexibility your trustees and heirs will have in the future.

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Assignment: Education

Because every family is unique, we tailor our education delivery to each family’s specific needs.

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Articles

Tax Alert – Build Back Better Act

Rhona E. Vogel, CPA

The Build Back Better Act has been approved by the House of Representatives and is now being reviewed by the Senate.

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Items to Consider in a Marital Agreement

Rhona E. Vogel, CPA

Rhona Vogel on Items to Consider in a Marital Agreement, recorded during Family Business Magazine's Transitions Spring 2021 Conference

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Reframing the Prenup as a Marital Agreement

Shannon M. Zur, CPA

Shannon Zur on Reframing the Prenup as a Marital Agreement, recorded during Family Business Magazine's Spring 2021 Transitions Conference.

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