Vogel Consulting

Founded in 1993, Vogel Consulting is a multi-family office MFO offering an integrated approach to wealth management. Through three unique service platforms, Vogel delivers creative solutions in the areas of tax and estate planning, investment advisory, outsourced accounting and business consulting services. Vogel advises on nearly $3 billion, and is one of the countrys largest independent multi-family offices. Vogel Consulting is a full service multi‐family office focusing on integration in wealth management. They have a customized approach to asset allocation based on analysis of cash needs, tax position, family owned assets, and risk tolerance. Their core services include investment strategy, financial planning, tax preparation, estate administration, family governance, and more. The firm’s mission is to protect, build, and manage wealth for present and future generations, with an emphasis on the complexities wealth can bring.