Family business organizations

2017 Wisconsin FamilyBiz

Family Business Legacy Institute

Executive Director: David Borst
Phone: (414) 828-9298
On the web:

The Family Business Legacy Institute (FBLI) is a nonprofit partnership between private firms and families. Our goal is to assist family businesses in transitioning their firm from one generation to the next. As a hub of all things family, we sponsor a Saturday radio show on WTMJ at 6:20 am called “All Business.” Our website contains a depository for articles and education related to the family business. We host events throughout the year – social, educational, networking, open houses and roundtables – all uniquely structured to bring the family together. We bring our top-tier sponsor firms together to advise our members in wealth management, mergers and acquisitions, banking and finance, accounting and estate planning, business insurance and sales consulting. We are not a consulting firm, however. We are an organization designed to assist our members from every generation and in any situation.

University of Wisconsin-Madison Family Business Center

Director: Sherry Herwig
Phone: (608) 441-7347
On the web:

The University of Wisconsin-Madison Family Business Center is proud to celebrate 20 years of helping family-owned businesses across the state and beyond to address the many challenges they face.

A close-knit community of members and sponsors interact in a trusted environment to exchange ideas, advice and experiences. We provide a variety of opportunities for families and their businesses to address the unique and challenging issues they face, regardless of their stage of development, growth or transition.

Nationally Renowned Speaker Series

Prominent family business experts share insights on trends and techniques that can be applied to the family business. The curriculum is driven by the needs and issues of FBC members and include topics such as ownership control and transfer, family relationships, leadership, and communication/conflict.

Networking Breakfast Meetings

These educational programs are presented by Family Business Center Sponsors. The FBC Sponsors provide a wide array of experience and are experts in their various fields: banking, law, financial management and accounting.

Focused Peer-to-Peer Learning Groups

Led by local family business experts, these confidential forums allow individuals with similar experiences, positions and backgrounds to discuss sensitive issues and critical family business topics.

Next Generation Leadership Bootcamp

Designed specifically for future family business leaders, this one-week immersion program helps participants develop their own leadership style, execute solid decision-making skills, and guide effective governance, trusts, and estates. We invite you to be our guest at an upcoming program. Visit our website for a complete calendar.

Wisconsin Family Business Forum

Executive Director: Meridith Jaeger
Phone: (920) 424-2257
On the web:

The Wisconsin Family Business Forum (Forum) was founded in 1996 and exists for the sole purpose of fostering healthy family businesses. The Forum is a partnership of family businesses (including owners, family members and non-family employees), professional service organizations and the University of Wisconsin-Oshkosh, College of Business. It is a place where all come together to explore the challenges and rewards of family enterprise, and to grow in knowledge, skills and experience.

The Forum offers educational programs, networking opportunities and information sharing through workshops, seminars and peer groups discussions.

Workshops/Seminars: The workshops and seminars include monthly programs on best practices and feature national experts on family business topics such as succession planning, governance, communication culture and values.

Peer Groups: Peer groups are made up of 8-12 individuals that meet monthly for an opportunity to learn from and discuss strategies and concerns with one another in a problem-solving and leadership development mode.

Family Business Education Certificate: This seven-day course of study provides basic learning for the next generation of leaders regarding the dynamics of leading and maintaining a family business. Participants earn a Certificate in Family Business Education from the Wisconsin Family Business Forum upon completion of the program.

Family Business Resource Center: The Forum is home to a unique resource center designed to provide relevant family business information to members, sponsors and benefactors.

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