Regional Member Briefing - Chicago - August 15, 2017

  
  Download the Meeting Presentation HERE 

Overview

Tuesday, August 15, 2017 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.

Recommended for: 
FOX Family Office Members and Qualified Family Office Prospects

Location

The University Club of Chicago - Charter Room
76 East Monroe St.
Chicago  Illinois  60603
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
   
12:00 pm

Lunch and Presentations/Q&A
   
 

Transitions in the Family

Presenter: Rhona Vogel, CPA, CEO and Founder of Vogel Consulting

At this briefing, Rhona will lead a conversation on transitions in the family, covering the issues and challenges surrounding intergenerational wealth transfer and featuring case studies of positive and ineffective transition scenarios.
   
1:00 pm Peer Dialogue
   
1:30pm Adjourn

 

  

 

Rhona Vogel, CPA, CEO and Founder, Vogel Consulting

Rhona Vogel is the CEO and Founder of Vogel Consulting. She is a certified public accountant and registered investment advisor with more than 35 years of experience. A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and soon after began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led Andersen’s Family Wealth Planning Group.
 
While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired integrated tax and estate planning services, as well as unbiased investment advice. As a result, she formed Vogel Consulting, an independent multi-family office. She is still actively involved with many of the firm’s largest client families and is passionate about her firm’s customized approach. Rhona works intimately with her client families to plan, manage and build their wealth for present and future generations.
 
Since the firm’s inception in 1993, Vogel has been at the forefront of the growing family office industry. Vogel Consulting has been recognized by Bloomberg Markets, Private Asset Management, Family Wealth Report, and Family Office Review magazines for its success and leadership in the family office industry.
 
Rhona gives of her time and expertise on the board of the Wisconsin Historical Foundation and as a member of Marquette University’s Board of Trustees. In 2014 Rhona was named “Aluma of the Year” by Marquette University. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants and serves on the board of several private family foundations.
 
 

Ruth Easterling, Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange (FOX). In her role, she provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. Ruth also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop programming and insights for the Network.
 
Prior to her current responsibilities, Ruth led all FOX member services activities, and oversaw the delivery of conferences, educational forums, webinars, website resources and member communications annually. She has overseen marketing and drove the redesign and brand initiative that differentiates FOX today.
 
Under Ruth’s direction, FOX has integrated member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services. She played a lead role in the design and delivery of the first comprehensive program for wealth owners known as the FOX Learning Academy.
 
Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 
 
Ruth holds a bachelor’s degree in Management and Leadership from Judson College. She is a volunteer leader in organizing her community’s food collection and distribution initiative that aids 350 families and volunteers at the Breakthrough shelter for women.
 

Vincent Hayes, Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community.
 
Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. Vincent is a graduate of Western Michigan University with a Bachelor of Business Administration degree in Finance and minor in Accounting. He is based in Chicago.
 

Patience Marmer, Senior Relationship Manager

In her role, Patience provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. 
 
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for 17 years.  For ten years, Patience was embedded in a large single family office, where she built bespoke risk management programs for a multi-generational family. Patience created management frameworks for multiple museum-quality fine art and valuable collections and was the family office facilitator for multiple special projects ranging from large scale residential construction to risk and reporting technology upgrades. Patience served as partner at a Fine Art Services company where she was the Director of the Private Client Practice and adjusted on fine art claims to leading collectors, galleries and museums.  Her specialties include risk management, fine art collection management and loss prevention, multi-estate luxury service operations. 
 
Patience studied fine art and history at the University of Illinois and The Art Institute of Chicago.