Estate Planning for Wholesale Distributors: Protecting Your Business and Legacy
The Beringer Group Webinar
Estate and succession planning are critical components of long-term business success, yet many business owners delay addressing these important issues. In this educational webinar, Matthew Foster, Vice President, and Hilary Fuelleborn, General Counsel at The Beringer Group, discuss key estate planning strategies designed specifically for wholesale distributors and privately held business owners.
Drawing on extensive experience working with business-owning families, Hilary provides practical guidance on preserving business value, minimizing tax exposure, and ensuring a smooth transition of ownership and leadership to the next generation.
Topics covered include:
- Business Succession Planning
- Estate and Wealth Transfer Strategies
- Trust Structures for Business Owners
- Tax-Efficient Ownership Transfers
- Governance and Family Continuity Planning
- Contingency and Legacy Planning
Whether you are actively planning for a future transition or simply beginning to consider your options, this webinar offers valuable insights to help protect both your business and your family's legacy.
Watch the webinar here: https://youtu.be/6QlrucCAkxM
The Beringer Group will have a booth at AHTD's Fall Meeting, so please stop by if you have any questions. We would be happy to have a conversation.
About The Beringer Group
The Beringer Group is a privately held, independent advisory firm that has worked with owners of substantial, privately held businesses for decades. Through innovative succession planning, investment services, tax mitigation expertise, and access to exclusive private equity networks, The Beringer Group provides objective, forward-thinking solutions to complex business and financial challenges.
For more information, visit theberingergroup.com.
Monday, June 22, 2026
by: Delaney George
Section: Press Releases
