Rhona Vogel is an accomplished wealth manager based in Brookfield, Wisconsin. The CEO of Vogel Consulting, Rhona Vogel offers integrated tax planning, estate planning, and investment advice to corporate and high net worth clients.
On March 20, 2019, Vogel Consulting was named winner of the “Best Family Wealth Counseling” award at the 2019 Family Wealth Report Awards. The firm edged out five other shortlisted firms to be declared the winner of the category.
The Family Wealth Report Awards recognize financial advisors, banks, and multifamily offices that showcase top-of-the-class performance and innovation. Awards are given for various categories. Candidate firms must first be nominated, after which a shortlist is made for each category. Judges vote for eventual winners on the basis of entrants’ submissions and responses to specific client-focused questions. Independence, genuine insight, and integrity are other factors highly regarded by the judging panel.
Vogel Consulting’s win added to its status as a standout multifamily office. At the awards dinner held at the Mandarin Oriental, Vogel Consulting CEO Rhona Vogel expressed the firm’s delight in the honor. She also commended the firm’s client services team for the hard work they had done in 2018.
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