Family Office
Paul Vogel has more than 30 years of experience in tax and wealth management for families of significant wealth and their family offices.
What is a Family Office?
Affluent families typically use either a single or multi-family office to integrate and support their overall personal and financial needs. Every family office is as unique as the family it serves.
Family offices can provide a wide range of services, including:
- Maintaining control
- Investment strategy and management
- Tax planning
- Estate planning
- Financial Planning
- Trust Administration
- Philanthropic planning
- Family education & multi-generational planning
- Lifestyle management services
Managing family wealth successfully is a complicated undertaking, and starting a dedicated single-family office is one way to manage this complexity.
Families who start or engage a family office, typically have at least $100M in net worth and desire to:
- Maintain control of their assets and the decision-making process
- Preserve their privacy
- Benefit from collective buying power of the family’s combined assets
- Maintain family communications
- Have a dedicated team devoted to providing key services and helping achieve long-term goals
Paul Vogel has over 30 years experience working with family offices as a consultant. He was the Founding CEO of Argos Family Office in 2008. Paul works closely with family offices then hands it off to the people who will run the office.
We serve as a single point of contact for all areas of a client’s financial affairs, coordinating with a team of attorneys, accountants, bankers, investment advisors and insurance agents while delivering customized advice and individualized service to surpass our clients’ expectations.