Vogel understands business owning families and the important role a family office plays in their lives. Too often family issues become entangled with business issues, and a family office can play the important role of neutral party for the entire family. Having experienced advisors sit on the same side as the family can help a family business grow and allow a family to work through their challenges. 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.

Services

• Business structure consulting (S and C corporations)
• Company investment and diversification strategies
• Mergers, acquisitions and divestitures
• Succession planning and education
• Cash and debt management
• Business tax planning compliance
• International tax consulting
• Compensation/deferred-compensation planning
• Board representation

For a complete listing of our service deliverables, click here.