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Rhona Vogel

CEO and Founder
Vogel Consulting Group
Rhona E. Vogel is the CEO and founder of Vogel Consulting Group. While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated service in tax and estate planning, and unbiased investment advice. As a result, she formed Vogel Consulting as an independent multi-family office. Rhona founded the firm around the concept of integration and is passionate about Vogel’s customized approach. She is actively involved with many of the firm’s largest client families, planning, managing and building their wealth for present and future generations. Areas of special interest include tax-efficient investing and direct investment deal negotiations. A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and then began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led the Family Wealth Planning Group.

SESSIONS

Family Offices: Do It Yourself or with Others? Moderator

What factors do family leaders weigh when determining whether to start a family office or join a multifamily office and which menu of family office services works best for them? What do they look for when hiring family office staff and choosing advisers? These and other family office “nuts and bolts” issues are on the agenda for this session.