Established single-family offices or high net worth families with some family office capabilities often seek expertise from outside providers. Vogel Consulting’s Your Family Office Resource™ platform allows individuals and family offices to select their desired services from Vogel’s full suite of family office capabilities. Select from the following:


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 customized to your needs.

  • Private equity
  • Hedge funds
  • Master limited partnerships
  • Other alternatives
  • Direct investing
  • Exchange Traded Funds (EFTs)
  • 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.

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

Tax Consulting and Compliance

We help you navigate the ever-changing tax laws and maximize planning opportunities. Vogel is experienced in preparing the most complex returns for individuals, trusts, investment partnerships and foundations.

  • Inheritance tax
  • IRS examination support
  • Alternative Minimum Tax (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, and Vogel understands the importance of communicating values and ideals across generations. We can assist established family offices looking for help with family education.