Estate and Tax Planning

Estate and Tax planning are often overlooked when hiring an Investment Manager.

image019-300x199At Fogel Capital, we strive to achieve the most tax-efficient return for each client. We will work side by side with your Tax Advisor and Estate Planning attorney to help you achieve your Estate and Tax Planning objectives.

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Experienced Advisors

Our team is comprised of former Wall Street professionals who have over 20 years of investment research experience to make sure all of your financial planning needs are fulfilled.

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