Vogel Consulting, an independent multi-family office, has been shortlisted for the Family Wealth Report Awards in the following categories: Multi-Family Office ($2.5 to $5 billion AuM/AuA) Tax Advice, and Family Wealth Counseling (MFO/Wealth Advisor).

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

Commenting on the firm’s shortlisting, Ms. Rhona Vogel, Founder and CEO, Vogel Consulting said: “We are delighted to have been shortlisted for these prestigious awards.  It is a great honor to be recognized in the shortlist; this is testament to the hard work that our client services team has put in over the last 12 months.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms.  He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.  These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.  Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York on March 20, 2019 at the Mandarin Oriental. For the full list of finalists, Click here.