Vogel Consulting

Managing Generational Wealth in Brookfield, Wisconsin

Vogel Consulting

Managing Generational Wealth in Brookfield, Wisconsin

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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.

Rhona Vogel, CPA, founded the consulting firm in 1993 after recognizing a need among business owners and ultra-high-net-worth families for integrated financial services and advice. A pioneer in the multi-family office field, the firm has since grown to incorporate guidance and advice for areas ranging from investment advisory services to organizing quarterly family meetings.

Dedicated to providing clear and customized solutions to clients, Vogel Consulting offers a straightforward fee schedule and tailored strategies based on identified need and client desires. Additionally, the firm establishes a comprehensive organizational chart early on in the relationship to better clarify the management strategy of the family office. Unlike some family offices, the professionals at Vogel believe the client should be in charge of his or her own family office, with office staff providing insight, guidance, and support along the way.