Company Overview
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.
What is a Multi-family Office?
Simply put, a family office serves the financial management needs of one family and a multi-family office serves multiple families. Vogel Consulting is a multi-family office that builds (single) family office teams within the firm. There is no one definition for a family office, and the scope of services offered throughout the industry varies greatly.
The CPA in the Family Office Industry
Tax or audit? Think more broadly. A family office environment is very team-oriented, and a career at Vogel will expose you to a variety of disciplines and assignments. Staff members routinely combine accounting, tax and investment knowledge to provide custom solutions to family challenges.
•Duties may include:
•Tax preparation (federal, state and international)
•Estate diagramming
•Investment performance reporting
•Materials research and preparation for family meetings
A Day in the Life
A typical day at Vogel is anything but. On any given day you may:
•Prepare for an estate planning meeting
•Compile a personal financial statement
•Execute an investment transaction (trade or buy/sell order)
•Review an individual or trust tax return
•Prepare an investment report
Client-centric Environment
As an advisor at Vogel, every day is different because our client families come first. All Vogel employees are expected to dedicate the time and effort required to produce a quality product. We work in a highly structured environment, and it’s this structure that helps new advisors adapt to a family office.
Company Summary
Vogel Consulting
Number of Employees
(262) 790-4960
3415 Gateway Rd
Brookfield, WI