Milwaukee Business Journal’s Family-Owned Business Event

Reinhart Boerner Van Deuren again sponsored the Milwaukee Business Journal’s Family-Owned Business Event, providing an opportunity for attendees to interact with a panel of successful family-owned business leaders and network with other family-owned companies.

Participants listened, learned and asked questions of business peers who are on similar journeys while dealing with the added complexity of mixing family with business. The panel discussion included a Q&A with the audience.

Attendees heard case studies from business experts, including Reinhart attorney Gregory F. Monday, that describe business problems unique to family-owned companies, along with solutions to successfully address the challenges.

Following the panel discussion, Reinhart attorneys Gregory F. Monday and Wendy S. Rusch presented a breakout session on the importance of smart governance structures in multi-generational family businesses.

Handouts

Family Business Ownership and Governance after the Founder's Death: A Case Study

Smart Governance Structures: The Keys to Success in Shared Ownership

Reinhart's Family-Owned Businesses Legal Services

Moderator, Panelists and Presenters

Moderator

Dr. Jeanne Simmons, Associate Dean, Marquette University Graduate School of Management

Panelists

• Ted Balistreri, Co-Owner, Sendik’s Food Market

• Amanda Baltz, Chief Executive Officer, Spaulding Medical

• Alex Lawton, Chief Executive Officer, C.A. Lawton Co.

• Paul Ozinga, Executive Vice President, Ozinga

Reinhart Breakout Session Presenters

Gregory F. Monday and Wendy S. Rusch are shareholders in Reinhart’s Trusts and Estates and Corporate Law practices.

Smart Governance Structures: The Keys to Success in Shared Ownership As generations become involved in a family business, clearly defined governance structures are essential tools to amicably address issues of management, income, control and equity among family members—and it is never too soon to put them into place.