The Family Business Leadership Partners has several strategic partners who play an important role not only in organization but also in supporting the growth and continuity of your family business. These partners have been chosen by your board because of the expertise they have within their specific discipline. Each offers a wide range of skills in a number of professional capacities. We encourage you to utilize our strategic partners for your family needs.
ASCENSION HEALTH
THE PRINCIPAL
Whether you’re looking to secure your own retirement or your clients’, The Principal will work with you to find strategies that are right for you to help you meet your specific, long-term goals.
Retirement plans: The Principal is the #1 provider of Defined Benefit retirement plans, #1 recordkeeper of Employee Stock Ownership Plans, and #1 provider of Nonqualified Deferred Compensation plans
- Insurance: The Principal is the #3 provider of group benefits (dental, life and disability) insurance
- We’ve also been recognized as America’s Best Employers For Women, the Best Place to Work in Money Management, the Best Place to Work in Information Technology, One of America’s Best Employers, and one of the NAFE Top Companies for Executive Women
The Principal has $667.8 billion in assets under management, and you can trust us to manage your money, too. Join our customers worldwide, whom we serve through a national (U.S.) network of financial professionals and a diverse family of companies with offices in 19 countries.
QUANDT BERNDT & COMPANY
FIRST BUSINESS
Our Family Business Legacy Institute Contacts Are:
Dave Vetta, President
Dave has over 30 years of experience in the investment and banking industry. Prior to joining First Business Bank – Milwaukee, he was Managing Director at Fifth Third Bank and Managing Director at JP Morgan Asset Management, where he was a member of the investment and management committees. Dave’s broad background includes commercial and consumer lending, private banking, investment management, and sales management, including providing financial solutions to businesses and individuals. He is a Certified Financial Planner, and holds an MBA from the UW- Whitewater and a Bachelor of Science from Carroll College. In addition, Dave has taken advanced studies at Northwestern University and University of Virginia, Darden School of Business.
Dave can be reached at dvetta@firstbusiness.com
Rick Krauthoefer, Vice President Business Development
Rick comes from a family business background. His father bought Siekert & Baum, an office supply company when Rick was in eighth grade. He worked there in various capacities all through school. Rick was called back three years out of college to return to Milwaukee to run operations. Unfortunately there was a partnership dispute that resulted in Rick’s father selling his interest. This experience gives Rick some unique insight into the ups and downs of family owned businesses. Other than another entrepreneurial experience for 18 months in the thermoforming plastics industry, Rick has been in middle market banking. Over Rick’s 35 years of banking experience, he has developed expertise in several areas including ESOPs, choice and charter schools and is one of the leading industrial revenue bond providers to middle market businesses in the state. He is also a bit unusual in that most “civil war” veterans in banking are not in business development anymore, but in Rick’s case, it is his favorite part of the job. Rick is a graduate of Miami University in Oxford, Ohio and earned post graduate experience at Xavier University. He is active in SPE (Society of Plastic Engineers), CARW (Commercial Realtors of Wisconsin), and IBAW (Independent Business Associaion of Wisconsin), and Family Business Legacy Institute.
Rich can be reached at rkrauthoefer@firstbusiness.com
VON BRIESEN & ROPER, S.C.
Tom Kammerait is a Shareholder and the Chair of the Business Succession Planning Section at von Briesen & Roper, s.c. Tom represents businesses on all aspects of their corporate and business needs including transactional matters, tax, succession planning, general corporate, real estate, technology, and estate planning issues. Tom generates value by helping clients set priorities for enhancing the value of their businesses and identifying risk management strategies, on a tax-efficient basis. He is also a CPA, so his knowledge of accounting gives him a quick understanding of client financial matters, and a rapport with their accountants.
The Family Business Leadership Partners has several strategic partners who play an important role not only in organization but also in supporting the growth and continuity of your family business. These partners have been chosen by your board because of the expertise they have within their specific discipline. Each offers a wide range of skills in a number of professional capacities. We encourage you to utilize our strategic partners for your family needs.
Tom Kammerait is a Shareholder and the Chair of the Business Succession Planning Section at von Briesen & Roper, s.c. Tom represents businesses on all aspects of their corporate and business needs including transactional matters, tax, succession planning, general corporate, real estate, technology, and estate planning issues. Tom generates value by helping clients set priorities for enhancing the value of their businesses and identifying risk management strategies, on a tax-efficient basis. He is also a CPA, so his knowledge of accounting gives him a quick understanding of client financial matters, and a rapport with their accountants.