Vogel’s breadth and depth of experience in Investment Advisory, Taxation and Accounting and Estate Planning give us an understanding of how the family office service areas affect one another, allowing us to maximize planning opportunities for our families.
As a licensed investment advisory firm advising on nearly $3 billion in assets, Vogel Consulting offers access to traditional as well as hard-to-obtain alternative asset classes.
Estate planning is an essential wealth management tool we use in coordination with tax planning, investment portfolio construction, and meeting clients’ philanthropic goals.
Taxation & Accounting
We understand the importance of tax consulting in the family office setting and we prepare all required federal and multi-state tax returns for businesses, individuals, partnerships, and foundations and trust entities.
We believe in proactive communication, family education, and succession planning for families and integrating specific business-owning family needs with the broader family office needs is our niche.