Planning Opportunities for High Net Worth Families and Business Owners in Today's Changing World

Most economic crises offer major opportunities in addition to challenges. Ted Beringer, BA '69, and his partners from the Beringer Group will discuss how their high net worth clients and long time business owners are racing to take advantage of the current climate of lower valuations, lower interest rates, and possible tax law changes after the election.

About Ted Beringer
Ted Beringer founded The Mid-Atlantic Companies, Ltd. in 1979 with the mission of serving the financial needs of private and closely held business owners and their families. Mid-Atlantic grew to become a national firm with more than 100 employees and offices throughout the United States. In 1998 Mid-Atlantic's operations were acquired by First Union Corporation (now Wells Fargo.) In early 2000, Ted, his family, and a few select partners established The Beringer Group, a company providing business owners with transition, corporate development, and liquidity options. He specializes in the “keep/sell” discussion and its impact on the family business. Ted also holds a Master's Degree from the University of Oklahoma.