Vogel Consulting is a successful, multi-family office that specializes in cash flow and lifestyle management, customized reporting, and financial planning. Vogel Consulting offers advanced estate planning services, which include customized estate diagrams, gifting guidelines, charitable records administration, and foundation establishment.
Estate planning requires a tremendous amount of work by professionals who understand their role individually and holistically. Instead of hiring a separate accountant, attorney, business consultant, and an insurance agent, a high-net-worth individual or family can avoid all the bureaucracy involved in the estate planning process by going with a multi-family office.
From drafting estate documents to calculating estate taxes and creating a financial model, working with a multi-family office that provides end-to-end estate planning services is a better choice compared to individual specialists. The wealth advisors from a multi-family office have the advantage of customizing an estate diagram that takes into account the family’s history, assets, financial capacity, and investments. They are also in an ideal position to communicate the estate beneficiary designations during family meetings.
No comments:
Post a Comment