Families in need of full family office services can turn to Vogel Consulting to create Your Family Office™. Within the walls of Vogel Consulting, we build customized teams of experienced professionals who integrate a full suite of family office services. Your Family Office™ allows families to enjoy the desirable features of a single family office without the compliance, hiring and supervisory responsibilities and liabilities. Your Family Office™ is a cost-effective alternative to a single family office.
Investment Advice
With the myriad of investment options available, high net worth investors require objective investment advice. Vogel doesn’t sell financial products – we solve financial problems. So the advice we give is thorough, objective and aimed to provide you what you need.
- Private equity
- Hedge funds
- Master limited partnerships
- Other alternatives
- Direct investing
- Exchange Traded Funds (ETFs)
- Mutual funds
- Consolidated performance reporting
- Manager research and monitoring
Estate Planning
Advanced planning for your estate is critical to preserving your wealth and transferring it to future generations.
- Irrevocable trusts
- Charitable trusts
- Dynasty trusts
- Trust decanting
- Customized estate diagrams
- Gifting guidelines
- Charitable records administration
- Foundation establishment
Personal Accounting
Access to monthly, quarterly or semi-annual accounting of income and expenses allows families to better plan for short- and long-term needs.
- Cash-flow planning with customized reporting
- Personal financial statement preparation
- Debt negotiation and management
- Real estate transaction management
- Philanthropic/gift accounting
- Bill payment services
Tax Consulting and Compliance
Understanding the tax implications of investment and estate planning decisions is critical to maximizing planning opportunities. Vogel’s integrated model helps minimize a family’s overall tax burden.
- Inheritance tax
- IRS examination support
- AMT planning
- Deferred compensation
- Options planning
- Quarterly estimates
- Federal and state tax planning and preparation
Family Education
Education is critical to a family’s longevity. Vogel understands the importance of communicating values and ideals across generations and customizes each family’s educational plan.
- Quarterly family meetings
- Next-generation education
- New spouse orientation
- Individual and small group topic-specific sessions
- Third-party referrals
- Family governance
- Individual coaching
