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.
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