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Rhona Vogel

CEO and Founder
Vogel Consulting.
Rhona Vogel is the CEO and Founder of Vogel Consulting. She is a certified public accountant and registered investment advisor with more than 35 years of experience. A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and soon after began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led Andersen’s Family Wealth Planning Group. 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

Revising Family Values for the Next Generation Speaker

Discussion and Interactive Working Session  

Many enterprising families develop a set of shared values to guide them through business decisions. If your family participated in this exercise 10 or more years ago, it’s time to revisit the values and assess whether they resonate with your NextGens. Society and technologies have changed. Do your values need to evolve, or are they still effective as rules to live by? Our panelists will share their views of about whether family values should be treated as a living document.

After the discussion, participants will have the opportunity to work on a values exercise.