Strategic Solutions
For Privately Held Businesses, Family Offices, & High-Net-Worth Individuals
The Beringer Group is a nationally acclaimed independent advisory firm dedicated to serving privately held businesses, family offices, and high-net-worth individuals. Our expertise lies in delivering tailored solutions that are precisely aligned with the client’s goals and effectively address their unique needs through our comprehensive and holistic approach.
3,000
22
Families We’ve Represented
M&A Deals in 5 Years
1979
$4.12B
Founded
Assets Under Management*
*As of December 31, 2023 for less than 20 families
Our Services
With over four decades of industry experience, The Beringer Group provides our clients with innovative, objective, and contemporary solutions to a large number of critical issues. Completely independent and with no proprietary product to sell, we are able to pair clients with the solutions most suited to their individual needs. We have helped families of the highest standing give their business endeavors new life, avoid tax consequences, and provide for their families and employees for generations to come.
A Message From Our Founder & CEO: Ted Beringer
“I'm frequently asked what sets Beringer apart from other advisory firms and multi-family offices. While others do parts of what we do, no other firm offers the services we do under one roof. We are completely independent, and can help clients find the solutions most suited to their individual needs, without being locked into specific tools or products promoted by any single organization. Perhaps most compellingly, we are a family business. We have firsthand experience of the challenges faced by business owners and have walked the same path our clients are on. This intimate understanding allows us to navigate complexities with a level of care and a depth of insight that you won’t find elsewhere."
Quarterly Highlights
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![Captured moment of Managing Director Brad Williams and former client turned Vice President Kevin Field sharing an embrace in front of a plate of dessert.]()
Barton Supply
Kevin and Michael Field and their business, Barton Supply, are an ideal example of how The Beringer Group supports our clients during the difficult process of deciding whether to keep, sell, or grow their company.
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![Image of Barry Levin, counsel for The Beringer Group, leaning over his desk with a smile, surrounded by papers.]()
Barry Levin
Barry Levin has worked with The Beringer Group for 36 years. He specializes in tax-advantaged owner exits for middle-market business owners. He is happily married with two daughters and six grandchildren.
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![Image of of Chris Beringer, President of The Beringer Group, smiling while seated in front of a computer.]()
Bull Bear Report
Our President, Chris Beringer, compiles a quarterly Bull Bear Report. This document delineates the arguments for both bullish and bearish market views, accompanied by his expert analysis and perspective.
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