The CPA in the Family Office Industry

Tax or audit? Think more broadly. A family office environment is very team-oriented, and a career at Vogel will expose you to a variety of disciplines and assignments. Staff members routinely combine accounting, tax and investment knowledge to provide custom solutions to family challenges.

  • Duties may include:
  • Tax preparation (federal, state and international)
  • Estate diagramming
  • Investment performance reporting
  • Materials research and preparation for family meetings

Our Family Office Directors are a dedicated, seasoned group of professionals who provide not only day-to-day work assistance but also career planning. Many of them started out as junior staff, and some even were interns.

Our families demand a high level of performance and dedication. They trust and depend on the counsel we provide, and we take that responsibility extremely seriously. From day one, you’ll be working on family client challenges. As you become more experienced, your judgment and recommendations will become part of our team’s recommendations. If you are interested in pursuing a career that offers you a great variety of exposure and depth of knowledge, consider a career with Vogel.

What is a Multi-family Office?

Simply put, a family office serves the financial management needs of one family and a multi-family office serves multiple families. Vogel Consulting is a multi-family office that builds (single) family office teams within the firm. There is no one definition for a family office, and the scope of services offered throughout the industry varies greatly.

A Day in the Life

A typical day at Vogel is anything but. On any given day you may:

  • Prepare for an estate planning meeting
  • Compile a personal financial statement
  • Execute an investment transaction (trade or buy/sell order)
  • Review an individual or trust tax return
  • Prepare an investment report

Client-centric Environment

As an advisor at Vogel, every day is different because our client families come first. All Vogel employees are expected to dedicate the time and effort required to produce a quality product. We work in a highly structured environment, and it’s this structure that helps new advisors adapt to a family office.