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
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