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Welcome to our semi-annual newsletter!
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THE LURE OF PRIVATE EQUITY
by John Leighbody
When the discussion turns to exit strategies, one often-mentioned option is the potential sale of the business to a Private Equity (PE) firm. There is a reality to Private Equity that business owners should understand before they decide to pursue this path.
(Read More)
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Generation BUSINESS:
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Crash Course to Becoming a Cross Generational Translator
by Jeffrey Beringer
Learning to communicate across generation gaps may be the best business decision you ever make. This article will get you started ...
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The Identity Odyssey of 20 Somethings
by Jo Leonard
The millenial generation are hitting the workforce in droves...this insiders look will help you understand their unique circumstances and perspective...
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More)
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Doing Good For Charity and Family in a Low Interest Rate Environment
by Barry Levin
The current low Applicable Federal Rates (AFR's) offer an interesting opportunity to "do good" both for charity and for family, through the use of a Charitable Lead Annuity Trust ("CLAT"). Here is a detailed look at what a CLAT is and some practical examples of how it can benefit both charity and family (or non-family) members.
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More)
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A MESSAGE FROM OUR FOUNDER
by Ted Beringer
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Business succession planning is a central component of life at public corporations. However, in the family business and family office world, it is often a neglected step child. Here is a practical checklist of what you should be doing now.
(read more)
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WHY WOULD ANYONE WANT TO PAY AN INVESTMENT ADVISOR?
by Chris Beringer
The current availability of investment advice is prevalent and often times accurate. I went on Google and utilized one of the free asset allocation websites. They asked me ten questions and then provided me a suggested asset allocation. It was a tad more conservative than my current portfolio, but generally speaking, was not that far off. So, given the new availability of internet
advice, why would anyone want to pay an investment advisor?
(read more)
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THE EUROZONE:
A TALE OF STRANGE BEDFELLOWS
by Linda Postorivo
Q1 2012 ended with global equity markets less than 10% below the pre-financial crisis high. The stock market rally, which began in the second half of 2011, was credited in part to the assumption that the Eurozone was in control of its problems. The New Year began with the European Central Bank (ECB) extending over one trillion euros in funding to European banks. The Long-Term Refinancing
Operation (LTRO) offered banks three-year loans at a 1% interest rate. Since 80% of funding for businesses in the Eurozone is provided through banks, the stabilization of the financial sector reduced the risk of contagion to the corporate sector....
(read more)
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DISCLAIMER: This publication reflects the views of The Beringer Group and is for your general information. The observations herein are not intended as legal or tax advice and do not take into account the particular business, estate planning objectives, financial situation or needs of individual clients. This publication is based upon information obtained from various sources that The Beringer Group believes to
be reliable, but The Beringer Group makes no representation or warranty with respect to the accuracy or completeness of such information. Views expressed herein are current opinions only as of the date indicated, and are subject to change without notice. Forecasts may not be realized due to a variety of factors, including changes in law, regulation, interest rates, and inflation. COPYRIGHT 2012 The BERINGER Group.
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