Family Office
Customized Solutions for High Net Worth Families and Their Offices
Fogel Capital Management provides customized family office solutions exclusively for high net worth families, their offices, and foundations in New York City and Florida’s Treasure Coast area. Because we recognize that no two family situations are quite the same, we take a very detailed approach to solving the unique financial needs of these often complex scenarios. Property management, estate planning, philanthropy coordination, and overseeing your family’s financial investments and assets are among the main responsibilities of a traditional family office such as ours. Our primary goal is to help you align your interests and manage your assets while fostering open lines of communication and cooperation.
Let Our Family Office Look Out for Your Family’s Financial Investments
Family offices have been around since the Rockefellers first invented the concept and necessity for one in the 1880s. If you’re having difficulty understanding what a family office does, you can think of it as being similar to a skilled personal assistant but on a much grander scale. A family office usually has experienced investment advisors and lawyers on staff to help oversee investments, properties, philanthropies, and more for a large family or institution with significant accumulated wealth.
Schedule a Consultation at Our Office in Stuart, FL or New York, NY
Your family’s taken several generations to acquire and protect its wealth. You owe it to yourself to invest in an experienced family office such as ours to continue looking out for your family’s best interests. Our dedicated staff at Fogel Capital Management is adept at helping families and financial institutions manage their wealth. If you’d like to learn more about what our family office can do for you, please contact us today to schedule a consultation at our office in Stuart, FL or New York, NY.