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 of Recent Client Achievement:
- Established in 1967, this family-owned company has grown to become one of the largest U.S. retailers in its sector. Today the founder’s legacy lives on through his sons. An innovative, frequently reviewed transition plan has been implemented. The proper utilization of state-of-the-art wealth transfer strategies will minimize estate taxes and allow the family to control asset distribution in the future.
- This hard-working American family implemented game-changing strategies to sustain in perpetuity significant private land ownership for future generations. Objective driven wealth transfer plans created legacy ownership for future generations while insuring the financial security of the current generation. The enterprise this land supports employs hundreds and is the centerpiece of a thriving community.
- The original Family business started as a drugstore over 135 years ago. Generations later, this high net worth family has implemented solutions and transitioned a distressed Holding Company into a successful Family Investment Company.
- Leading home health care provider completes sale to employee stock ownership (ESOP). Founded in the mid-70’s and family owned and operated, this transaction met the transition objectives while protecting the leadership team, employees and the community.
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