Rhona Vogel
Founder & CEO
Vogel Consulting
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
From ‘the Kid’ to the Colleague – Moderator
In order to rise to key positions in the family business, NextGens must earn credibility with non-family team members as well as with family members who serve in executive roles at the company (who often include their parents). What can NextGens do to prove themselves and make it clear they have earned their position on their own merits?