Family Office management consists of two major groups:

The first group represents outside family offices that hire Fogel Capital Management, Inc. to manage portfolios for specific strategies.

It may be our specific trading knowledge that is utilized to manage a strategic equity, municipal bond or Limited Partnership (Hedge Fund) allocation.

In this case Family Offices are looking to build longstanding relationships with managers that can execute specific strategies and bring superior trading knowledge to there overall investment goals while reducing overhead and fixed costs associated with their investments.

At Fogel Capital Management, Inc. we are highly confident that any U.S. based strategy can be enhanced through the use of our management and specific trading knowledge.

The second group consists of High net worth families looking for traditional office management.

Daily activities of the following:

            Active investment management
            Allocation of funds to minimize risk
            Manage Real Estate
            Manage Insurance products on all properties
            Trust Management
            Bill Paying
            Auto purchases and Loans
            Tax preparation and support.
            Call Management