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.