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This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
Below, three multi-family offices based in Wisconsin will be discussed and the multi-family offices included are considered amongst the leading multi-family firms operating in the state. All of the firms included in this research can be found in our list of the largest US multi-family offices list which is linked above.
1. Vogel Consulting
Based in Brookfield, the firm has been providing comprehensive financial services to families located across the country since 1993. The group operates upon the principle of integration and adopts this approach when combing expertise from varying sectors of financial planning. Vogel operates across three unique platforms: Your Family CFO (for business-owning families), Your Family Office (full family-office services), and Your Family Office Resource (established single-family offices/high-net-worth families). Currently, the group advises on over $3bn worth of assets.
2. Endowment Wealth Management
Endowment strives to provide specialist financial advice in order to develop multi-generational wealth for high-net-worth families located across the nation. Endowment is a registered investment advisor which offers a host of financial services including investment planning, estate planning, and 401k retirement plans. The group operates the multi-family office model in order to put the interest of their client at the top of their priority.
3. Sumnicht Associates
Sumnicht Associates is a registered investment advisory firm that serves families mainly in Wisconsin. The firm acts in accordance with previously outlined values which include: courage, justice, mercy, generosity, integrity, nobility, hope, and wisdom. Sumnicht provides holistic wealth management services to its clients. The services provided include investment management, tax planning, insurance planning, and risk management.
Image Source: Paul White (21.03.2023)