Articles & Videos

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

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

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

Rhona Vogel on One Time Opportunities in the Cares Act, recorded during Family Business Magazine’s Generational Wealth 2020 Panel

Rhona Vogel on Limited Partnership and Direct Investing for Family Offices, recorded during Family Business Magazine’s Generational Wealth 2020 Panel

Rhona Vogel on Risk Management for Family Offices, recorded during Family Business Magazine’s Generational Wealth 2020 Panel

Rhona Vogel on Keeping Your Team on Track During COVID-19, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

Rhona Vogel on Tax Risks After the Election, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

Shannon Zur on Technology Risks for Families and Family Business, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

A brief summary of the CARES Act. These benefits are in addition to the provisions of the Phase II stimulus H.R. 6201, which provided provisions for paid sick leave, additional unemployment benefits, and additional protections for health care workers.

We can work together to protect your information and assets.

Legacy is not just an estate plan that passes down tangible assets; it is much bigger.

Insights from Vogel Consulting and PinnacleCare; the connection between planning for health and wealth

In the investment world, all performance reports compare investment managers to one or more benchmarks, and many reports include a weighted or global benchmark for the entire portfolio. But what about the asset allocation, how is it judged?