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David Stafseth
Director at Vogel Consulting
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Work Experience
Director
Sep 2008 - Present · 16 years and 4 months
L J Soldinger Associates
Tax Partner
Nov 2002 - Sep 2008 · 5 years and 10 months
Vice President
Feb 1998 - May 2002 · 4 years and 3 months
Company Details
11-50 Employees
Founded in 1993, Vogel Consulting is a multi-family office (MFO) offering an integrated approach to wealth management. Through three unique service platforms, Vogel delivers creative solutions in the areas of tax and estate planning, investment advisory, outsourced accounting and business consulting services. Vogel advises on nearly $3 billion, and is one of the country’s largest independent multi-family offices.
Year Founded
1993
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
3415 Gateway Road Brookfield, WI 53045, US
Keywords
Integrated Wealth ManagementTax Consulting and ComplianceInvestment Advisory ServicesEstate PlanningBusiness ConsultingFamily Office
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