The families and individuals we work with are among a very special and select group who are committed to creating a meaningful legacy that has the potential to impact their family, their community, and the world at large long into the future. To do so is no easy task. It requires getting the best possible information, taking advantage of opportunities when they arise, and being prepared to handle the unexpected. It means imparting the appropriate values within the family, resolving problems and conflicts, and having the right people in place at the right time. It also means reviewing objectives and plans diligently and fine tuning them frequently. The Beringer Group has been working with high net worth families and individuals for over thirty years. We are extremely adept at handling the issues that surround maintaining wealth over generations, and we have helped our clients achieve some spectacular things. Following is a list of some of the ways we have been able to help our high net worth clients parlay their success into even more substantial achievements.
10. Family Office Feasibility Study
11. Beyond the Family Office
12. Investment Policy Creation
13. Portfolio Structure and Diversification Strategies
14. Multiple Reporting Options
15. Alternative Investment Search (Public & Private)
16. Private Equity Access (Direct & LP)
17. Manager Search
18. Extensive Due Diligence