Passing the Torch

Few events are more thoroughly planned than the World Olympics. All potential host locations are examined for worthiness and careful thought is given to the iconic ritual of “the passing of the torch”. OK…..we realize the transition planning process for your private company is not the Olympics. But, you will someday be passing a torch,[…]

Linda Postorivo

Today’s Family Office At A Glance

by Chris Beringer and Linda Postorivo Every family has unique challenges and obstacles that they face. The Family Office Industry has developed a tag line, “When you’ve seen one family office, you’ve seen one family office”. The level of customization is incredible in supporting high net worth individuals. That said, there are some commonalities among[…]

The Beringer Group in the News

The Beringer Group enjoys nothing more than recognizing Client Achievement. Our experienced team is driven to exceed client expectations by providing successful, innovative solutions. TBG is nationally recognized as a thought leader in advanced business transition planning and family office advising. The private business and family enterprise has been our core clientele since 1979. Sampling[…]

Facts and Considerations

Business Transition Planning Ideas to Get Started: Engage a lead professional to work with you and your trusted advisors Start early and articulate your objectives Have existing estate documents reviewed Review for consideration all exit options and transition strategies Coordinate personal and business planning to assure attainment of ultimate objectives Begin implementation of chosen strategy[s][…]

Diane Fye

Human Capital

by Diane Fye The end of the year brings our attention to the financial balance sheets of our businesses and family wealth. Are we as mindful of our Human Capital balance sheets? Has the Human and Intellectual Capital in our business and/or family increased in 2014? And do we recognize how important this is to[…]