Book Review by member Eric Weiner, MSW, PhD – “Culture Code: The Secrets of Highly Successful Groups”

Dr. Weiner, FBLI member and founder of Family Legacy Advisors, helps people successfully transfer the values, dreams, family stories and legacies associated with money from the past to the present, and well into the future. We thank him for sharing this book review with all family members.  Here is his review of “Culture Code: The Secrets of… Read more »

FBLI Members Learn about Maximizing the Value of their Businesses

On August 22, FBLI family members gathered at Marquette University to hear from Attorney Tom Kammerait of von Briesen & Roper, s.c. talk about “Maximizing the Value of Your Business.” The presentation covered a lot of useful information for members who are thinking of selling their family business or just determining effective ways to grow… Read more »

Investment Outlook by RMB Jacobus Gives Wonderful Insights into the Current Market

On June 6, FBLI, in partnership with RMB Jacobus, was pleased to have Dick Burridge, Jr., founding partner, chief executive officer, and co-chief investment officer of RMB Capital give an Investment Outlook presentation. Dick began his presentation by taking a look at the state of the global economy, which is really very positive. He explained how… Read more »

Family Business Retreat Wrap-Up

On May 23 the Family Business Legacy Institute united with the UW Family Business Center to host a Family Business Retreat at Millford Hills in Jefferson. The half day program began with a breakfast and networking and then featured four break-out sessions. Valerie Laufenberg from Profit Enhancement Solutions spoke in on “Profitable Growth in a… Read more »

Practical tips to mitigate your company’s risk from cyberattacks

62% of small businesses don’t have an up-to-date or active cybersecurity strategy in place. Do you believe that it doesn’t apply to your company because you fall under the radar screen in size? Think again. Most cyberattacks happen to small and midsize companies because small companies have information of value to criminals, such as credit… Read more »

Dr. Dave interviews Mitzi Perdue on WTMJ’s ALL BUSINESS radio show. Listen here.

Mitzi Perdue, successful business owner and author, comes from two family business dynasties – Sheraton Hotels and Perdue Farms.  She’s making an exclusive, one-day only appearance in Milwaukee at Marquette University on April 11th at the invitation of Family Business Legacy Institute. Dr. Dave had the opportunity to interview Mitzi on Saturday, March 31st.  Listen… Read more »