Introduction to Vogel Consulting
Vogel's Family Office Platforms
Keeping Your Team on Track During COVID
Risk Management for Family Offices
Benefits of Separating the Family Office from the Family Business
Understanding an Integrated Service Model
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.
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.
The Build Back Better Act has been approved by the House of Representatives and is now being reviewed by the Senate.
Shannon Zur on Basic Blocking and Tackling: The 3 Must-Have Items for Wealth Planning, recorded during Family Business Magazine's Legacy and Wealth Conference.
Vogel Consulting Group
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.