Bloomberg Markets Magazine recently announced its list of the 50 largest family offices, ranked by assets under advisement. Vogel Consulting, with headquarters in Brookfield, Wisconsin, ranked 47th on the international list.
Bloomberg compiled the self‐reported data from multi‐family offices; single family office were excluded. According to Bloomberg, “The ranked firms provide both investment and noninvestment services to multigenerational families. Noninvestment services may include family meetings, financial education, art consulting, estate planning, family governance, foundation management, business consulting and concierge services . . .”
Rhona Vogel, Founder and CEO of Vogel Consulting, shared her thoughts on the list: ”I am honored to once again make Bloomberg’s list and be associated with such a group. As a firm, we do not measure our success by AUA, but by the length and strength of our relationships with our families.”
Vogel Consulting is a multi‐family office offering an integrated approach to wealth management. The firm provides tax and estate planning, business consulting and investment advisory services. Vogel is structured to perform as a private family office, and their integrated approach ensures each family receives customized solutions and services designed to meet their specific objectives. For more information on Bloomberg’s “Richest Family Offices” list and the accompanying article, PDFs are attached.
Click here to read the Bloomberg article.