The firm focuses on integrated wealth management services that span three distinct platforms, which include Your Family Office®, Your Family CFO®, and Your Family Office Resource®. Vogel Consulting also provides services, such as investment advice and tax and estate planning, as well as a full suite of third-party business consulting and accounting services.

The philosophy behind Vogel Consulting is that every client deserves an individually assembled family office team. After the team has been put in place, an organizational chart is employed, which defines staff roles and business strategies involving performance and investment analysts.

Vogel Consulting has been recognized for its consistent, client-centered results over the years, and the firm has even been a nominee and finalist for the annual Family Office Review award “Multi-Family Office of the Year.”