Launched in 1993 by Rhona Vogel in Brookfield, Wisconsin, Vogel Consulting offers a range of family office and multi-family office services to high-net-worth families, individuals, and business owners. Among other services, Vogel Consulting offers a complete suite of investment advisory services, tax planning guidance, and philanthropic foundation strategies with a clear and easy to understand fee schedule.
To better serve its clients, Vogel Consulting maintains a team of experienced professionals with different areas of expertise. In addition to the founder, the team includes CPAs, CFAs, and human resources specialists. Each team member is always on call to assist clients at any time. The firm also offers different packages based on the client's individual needs, including services for those who already have a family office.
An award-winning company, Vogel has received honors from industry organizations and publications, including being named the Multi-Family Office of the Year in 2013. Most recently, the firm earned recognition as a finalist for several of Family Office Magazine’s awards, including in the categories of Tax Advice and Family Wealth Counseling. Additionally, Ms. Vogel was a finalist for the prestigious Thought Leadership category.