Shannon Zur
Family Office Director
Vogel Consulting
Shannon Zur is a family office director for Vogel Consulting. For more than 25 years, she has worked as a certified public accountant and registered investment adviser, serving multigenerational families. As a family office director, Shannon customizes comprehensive wealth management solutions for her client families. She skillfully integrates her process-orientated approach with her clients’ goals and implements the necessary tax, investment and estate planning solutions. During her tenure at Vogel, Shannon has been instrumental in defining the firm’s unique workflow processes. She created the strategic operations committee and currently manages Vogel’s investment operations. A natural leader, Shannon has also held the titles of investment committee cochair and director of practice operations, and she currently serves as the president of the Mid-west chapter of the Family Firm Institute. Shannon began her career at M&I Northern Bank as an auditor. She joined Vogel Consulting in 1998, and through the years has worked to support, and now lead, many of the firm’s largest and most complex family relationships. Shannon graduated with honors from the University of Wisconsin-Oshkosh and holds a Bachelor of Science degree in both accounting and finance. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants.
SESSIONS
The Key Family Documents
This session will review best practices for family constitutions, mission and values statements, shareholder agreements, buy/sell agreements and more, with examples that work and can be adapted by attendees.
Keynote Interview with Kevin Hancock – Speaker
A conversation with Kevin Hancock, CEO, Hancock Lumber Company