A Son’s Push for Planning (Family Business Magazine, January 2020)

The Beringer Group played a pivotal role in guiding the White Family and their business, Summer Classics, through the intricate process of succession planning. Their expertise in estate planning, succession planning, and ownership transfer was instrumental in ensuring the family business's long-term success and continuity. Working closely with the White family members, alongside their legal and financial advisors, The Beringer Group crafted a comprehensive plan. This plan effectively tackled estate tax considerations and empowered the next generation of family members involved in the business. For more details, check out the article. Read the article