Introduction to Vogel Consulting
Understanding an Integrated Service Model
Vogel's Family Office Platforms
Benefits of Separating the Family Office from the Family Business
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.
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.
Recent fears about the Coronavirus (COVID-19) and its potential economic impact shocked investor sentiment and drove the global sell-off.