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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

Main Stage Panel: Defining the Family for the Future Speaker

Planning for the financial future of your family enterprise requires you to envision how the family might grow and evolve. How many family members might there be a few generations out? Should stepchildren, unmarried partners, etc. be included in the definition of “family”? Does your family need a prenuptial agreement policy? Panelists will describe the frameworks they used to address these questions.


Please note: You can ask questions anytime during the presentation by using the Q&A box. Questions will be marked as “waiting for review.” We will get to as many questions as possible. 

If you prefer, you can minimize the Q&A window.

Breakout Session #2: Creating Prenuptial and Marital Agreements Speaker

While raising the issue with a romantic partner may seem daunting, prenuptial or marital agreements ensure your family business will be protected in the event of a divorce. This session will explore why it’s important to have these agreements and how they should be crafted.