April 25, 2012, Wealth Management Forum

Rhona Vogel, founder and President of Vogel Consulting, an independent multi‐family office, provided a Keynote presentation at the International Forum Group’s (IFG) Wealth Management Forum, held April 23 ‐ 24, 2012 and at the Ritz‐Carlton in Phoenix, Arizona.

IFG’s two day event served both the single and multi‐family office community and provided a forum for discussion, education, and networking. Vogel’s presentation, titled “The Climate in Washington: Partly Cloudy with a Chance of Change” explained how the 2012 election will affect federal tax law and the potential impact on investors, high net worth families and the offices that manage their wealth. A 35 year veteran of the industry, Vogel understands the needs of the ultra‐high net worth marketplace and has built her firm around the concept of integration. “The investment area gets so much attention, but it’s really only one piece of wealth management. Proper tax and estate planning are just as important,” believes Vogel. “We are coming out of a historically low tax environment and I see that changing. Regardless of who wins the next presidential election, I believe rates and deductions will be modified significantly, especially for the upper income brackets.”

Today, with nearly 30 employees and offices in Brookfield, WI and Chicago, IL, Vogel has over $2.5 billion of client assets to care for. “I continue to see great opportunities for growth and service improvements for many years to come.” According to Vogel, integration and customization is key. “Because we are dealing with a limited number of families, we not only customize our plans, we also customize the implementation of those plans. We don’t have a standard ‘product’. We’re not fitting you into a box like a trust company, because we don’t have any boxes.”

 

DISCLOSURE

To ensure compliance with Treasury Circular 230, we are required to inform you that any advice concerning tax issues contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of avoiding any penalties that may be imposed by any governmental taxing authority or agency.