Vogel Consulting
2 SlideShares
Personal Information
Organization / Workplace
Brookfield, WI United States
Industry
Consulting / Advisory
Website
vogelcg.com/
About
Based in Brookfield, Wisconsin, Vogel Consulting has earned numerous awards and honors over the past 25 years while managing generational wealth for affluent individuals and business owners. Family Office Review Magazine routinely honors the firm as a winner or finalist in multiple categories each year, and Family Wealth Alliance ranked the company in the top 10 in its Most Important Competitors Today category. Vogel Consulting has also been ranked among the top 50 family offices in the country by Bloomberg multiple times.
Contact Details
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vogel consulting aicpa cash flow game plan us market performance family wealth alliance long-term investments family business q4 2020 business economic lifestyle management vogel consulting leade overview fees multi-family offices tips multi-family office q3 of 2019 brief summary workplace inclusion free webinar conference spring transitions reporting investment portfolio financial instruments benefits tax planned giving preparation and analysis cash flow planning updating clients' estate plans customizing clients' estate plans case study public accountants cash flow management inheritance tax estate tax
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Presentations

(2)

Cash Flow and Lifestyle Management Services by Vogel Consulting

3 years ago • 25 Views

Summary of US Market Performance - Q4 2020

3 years ago • 39 Views
Personal Information
Organization / Workplace
Brookfield, WI United States
Industry
Consulting / Advisory
Website
vogelcg.com/
About
Based in Brookfield, Wisconsin, Vogel Consulting has earned numerous awards and honors over the past 25 years while managing generational wealth for affluent individuals and business owners. Family Office Review Magazine routinely honors the firm as a winner or finalist in multiple categories each year, and Family Wealth Alliance ranked the company in the top 10 in its Most Important Competitors Today category. Vogel Consulting has also been ranked among the top 50 family offices in the country by Bloomberg multiple times.
Tags
vogel consulting aicpa cash flow game plan us market performance family wealth alliance long-term investments family business q4 2020 business economic lifestyle management vogel consulting leade overview fees multi-family offices tips multi-family office q3 of 2019 brief summary workplace inclusion free webinar conference spring transitions reporting investment portfolio financial instruments benefits tax planned giving preparation and analysis cash flow planning updating clients' estate plans customizing clients' estate plans case study public accountants cash flow management inheritance tax estate tax
See more