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ABOUT US

We watch after and serve our client families with independent, conflict-free advice that creates more time for them by managing their diverse day-to-day financial and administrative activities with each family's investment, insurance, estate and legal advisors.  Our dedicated professional team becomes part of the client family's team. 

Vogel & Co. offers integrated family office services with a centralized team providing business, tax, estate planning, investment and family management.  In addition to our business management administrative staff, our team includes former tax directors, tax counsel, and entrepreneurial executive management with extensive public accounting and business experience.  Vogel & Co.'s founder George Vogel graduated from Wharton with honors, worked for Arthur Andersen, and was Vice President-Taxes and CFO of a NYSE international entertainment company before establishing Vogel & Co. in 1992.  

“We take care of” the financial matters our clients "have to take care of” such as coordinating cash flow monitoring, litigation, estate planning, family financial meetings, bill paying, special projects, insurance coverage, personal financial statements, philanthropy, and the endless list that wealthy families face today.  Further, we serve client needs from serving as management during acquisition and divestiture periods, to coordinating all client real estate matters worldwide.  We offer more than ordinary advice.

Our reputation to serve and protect our client families is our most precious asset.