How a Multi-Family Office Can Help You Build Financial Stability

Based in Brookfield, Wisconsin, Vogel Consulting is a multi-family office wealth management firm. Providing a full suite of services to high net worth families, Vogel Consulting offers an integrated approach to wealth management. 

Would you benefit from the integrated services of a multi-family office? Very much so. Here are some of the ways a multi-family office can help your family preserve and grow wealth: 

-Financial planning. A multi-family office will help you straighten out your financial affairs, making it simpler for family members to secure and access financial records, quantify long-term goals, and receive reports on family assets. 

-Cash flow management. With an inside view of your family’s cash flow needs, a multi-family office will help you set up a retirement plan to maintain your family’s lifestyle in your golden years. 

-Investment advisory. After helping you craft an investment policy statement that expresses your objectives and limitations, a multi-family office will then develop an investment portfolio that follows through on these objectives. The office will continuously review the portfolio’s returns, comparing them to relevant benchmarks to measure success and rebalancing items to maintain an appropriate asset mix.

Getting to Know FOX

With more than two decades of experience as a dedicated multi-family office, Vogel Consulting has grown to be an integrated firm that provides a wide array of family office services. Founded in 1993 by Rhona Vogel, Vogel Consulting offers solutions in taxation, estate planning, and investment advisory, making the company an important member of the Family Office Exchange or FOX.

FOX is a network of very wealthy families and their family offices. It was created in 1989 to equip member family offices with the technical knowledge needed in order to best serve their clients. The peer-to-peer approach allows the members to gain understanding in how other families operate, the concerns they face, and the solutions they have adapted to their situations.

For nearly 30 years, FOX’s advisors have known each member and the goals they pursue on behalf of their clients. FOX provides needed assistance so that the members gain access to appropriate information, and features a group of 15 subject-matter advisors and experts in the fields of operations, tax planning, transition planning, investment strategy, among others. FOX has offices in New York, San Francisco, Chicago, Sydney, and Madrid.