Past Events

Family Wealth Alliance Regional
April 7, 2016
Union League, Chicago, Illinois
Attendee & Speaker

Family Wealth Report Awards 2016
March 10, 2016
Mandarin Oriental, New York, New York
Attendee

Opal’s Family Office Winter Forum
March 7, 2016
New York Marriott Marquis, New York City
Speaker
Speaker: Rhona E. Vogel, CPA

Family Wealth Alliance Partner Summit
February 9, 2016
Palm Beach, Florida
Attendee

Opal’s Family Office & Private Wealth Management Forum – West
October 28, 2015
Napa Valley Marriott, Napa, California
Attendee & Speaker
Speaker: Rhona E. Vogel, CPA

FOX Fall Forum
October 22, 2015
JW Marriott, Chicago, Illinois
Attendee

Private Wealth Midwest Forum
September 10, 2015
University Club of Chicago, Chicago, Illinois
Speaker
Speaker: Rhona E. Vogel, CPA

FOX Wealth Advisor Briefing
June 30, 2015
Chicago, Illinois
Attendee

Family Wealth Alliance Retreat
June 25, 2015
University Club of Chicago, Chicago, Illinois
Attendee

Family & Closely Held Business Summit
June 4, 2015
Milwaukee, Wisconsin
Attendee

FOX Wealth Advisor Forum
April 27, 2015
The Biltmore Hotel, Coral Gables, Florida
Attendee

Investment Outlook 2015
April 22, 2015
Chicago, Illinois
Attendee

Attorneys for Family-Held Enterprises 2015 Annual Conference & Membership Meeting
April 22, 2015
JW Marriott, Scottsdale, Arizona
Attendee

Family Office Exchange’s 2015 Multi-family Office Council
March 18, 2015
Wyndham New Yorker, New York, New York
Attendee

Family Office Winter Forum
March 10, 2015
Marriott Marquis Times Square, New York
Speaker: Rhona E. Vogel, CPA

Family Wealth Alliance Partner Summit
February 10, 2015
Singer Island, Florida
Attendee & Speaker
Speaker: Rhona E. Vogel, CPA

4th Annual Family Office Review Awards
January 29, 2015
Houston, Texas