Our focus
"Rags to riches to rags in three generations?" You have something more in mind.
We put your wealth to work for you and your family, and keep it working for generations to come.
High Net Worth Individuals
Consistently ranked one of the top 50 wealth managers in the nation, the Beringer Group offers access to a world class network of opportunities, relationships and strategies not available to most investors. Our inside knowledge of asset protection and alternative investments, combined with advanced reporting capabilities and unequaled due diligence, enable us to give clients a clearer picture of what is, and what is possible, than any other advisory firm.
Affluent Family Enterprises
It’s not a good idea to be the last one selling buggy whips. The business that initially generates wealth for a family may only be one piece of a much larger legacy. The most successful families, over the long term, are those who learn to stay on top of trends and create an “enterprise” that nurtures a diverse panopoly of profitable and charitable ventures. The Beringer Group is adept at optimizing these enterprises and imparting the values, strategies and skills that help them succeed.
Privately Owned Businesses
Many business owners spend decades building a successful business and then unnecessarily lose millions of dollars in a few crucial moments in the business life cycle. Keeping a company and transferring it to the next generation requires very different planning than selling it to a third party. Not planning for either puts you in a position where outside forces dictate your future. The Beringer Group can help you to prepare now to be in a position to profit when it matters most.
About Us
Many people do pieces of what we do. We are one of the few who bring it all together.
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979.
We have helped our clients make some of the most difficult decisions of their lives. Our strategic succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues.
In the process, we have helped them avoid catastrophic tax consequences, given their businesses and endeavors new life, and provided for their families, their employees and their communities for generations to come.
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Only 5% of inheritances survive 3 generations
60% of inheritances disappear by the 2nd generation. 90% disappear by the third
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Only 30% of family businesses survive two generations
Only 3 percent of family businesses survive to the 3rd
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47% of business owners over 55 hope to sell in three years
Only 10% of these have a legitimate exit strategy
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only 38% of business owners implement their succession plans
73% have not focussed on tax mitigation issues in their succession plans
Our Team
Our managing directors have an average of 25 plus years of experience in the markets we serve.

Theodore A. Beringer

Christopher M. Beringer

John R. Fye

Brad Standridge

John R. McAlister II

Bradley S. Williams

Linda L. Postorivo

Barry J. Levin

JAMES B ALDRICH

Mark Weiner

JOANNE M. VANDERHEYDEN

Christopher S. Hughes

Daniel Beringer

Diane Fye

Ellen C. Pierce

Jeffrey Beringer
