Rhona Vogel
While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired integrated tax and estate planning services, as well as unbiased investment advice. As a result, she formed Vogel Consulting, an independent multi-family office. She is still actively involved with many of the firm’s largest client families and is passionate about her firm’s customized approach. Rhona works intimately with her client families to plan, manage and build their wealth for present and future generations.
Since the firm’s inception in 1993, Vogel has been at the forefront of the growing family office industry. Vogel Consulting has been recognized by Bloomberg Markets, Private Asset Management, Family Wealth Report, and Family Office Review magazines for its success and leadership in the family office industry.
Rhona gives of her time and expertise to Marquette University by serving as a trustee emeritus on the Board of Trustees, a member of the School of Business’ Dean’s Council of Excellence, and an appointee on the President’s Advisory Council. In 2014 Rhona was named “Alumna of the Year” by Marquette University. She also serves on the board of the Wisconsin Historical Foundation and several private family foundations.
SESSIONS
Amid highly challenging circumstances such as the pandemic and economic crisis, decisions must be made while emotions are running high. This session offers tips on approaching the task in a clearheaded way.
A discussion of how diversification and other strategies can mitigate risk to the family business.