The Thought Leaders Council at Family Office Exchange

An accomplished financial professional, Rhona Vogel established Vogel Consulting 25 years ago and continues to oversee all wealth management operations as chief executive officer. Rhona Vogel is also an active member of numerous professional organizations, including the Wisconsin Institute of Certified Public Accountants (WICPA) and the Family Office Exchange Thought Leaders Council.

The Family Office Exchange (FOX) Thought Leaders Council (TLC) brings together representatives from pioneering advisory firms operating in the private wealth management industry. TLC members are expected to attend the annual Thought Leader Summit meeting, during which time they discuss a selection of pressing industry issues and pursue the most innovative and effective wealth-management solutions available. Summit meetings, which emphasize professionally informed discussions and decision making, also include more generalized communications regarding the industry’s newest trends and developments.

TLC leaders present the findings of each meeting, which are published for all members and potential clients to review, at the annual FOX Fall Forum. The 2018 Thought Leaders Council Summit took place on June 6 and 7 and focused on how financial risk is defined and how specific elements of risk can be mitigated for high net worth family clients. More information about TLC activities can be found online at www.familyoffice.com

Joining the Wisconsin Historical Foundation

Based in Brookfield, Wisconsin, Rhona Vogel is the founder and CEO of Vogel Consulting, which she established in 1993. In addition to her work in wealth management, Rhona Vogel sits on the boards of the Wisconsin Historical Foundation and the Marquette University College of Business Administration Leadership Council.

Located in Madison, the Wisconsin Historical Foundation is dedicated to protecting Wisconsin history and enabling people to easily access and connect to the past. The organization focuses on a future in which members of the community use history to understand their own lives and the world at large. 

As a nonprofit, the foundation relies on support from members. Members not only help sustain the foundation, but also receive exclusive benefits. Among these benefits are free admission to 12 historic sites and museums, a subscription to the Wisconsin Magazine of History, a 10 percent discount on foundation events as well as store items, and invitations to members-only events throughout the state. 

There are currently three standard levels of membership, which are individual, history explorer, and history lover, and four supporting levels.