Advisors Considering Transition
Life is unpredictable and it’s never too early to start shaping your legacy.
Contact Winthrop Partners today to start mapping out your transition.
Benefits of Our Unconventional Succession Plan
Winthrop Partners understands that having an efficient business continuity plan in place positively influences every aspect of your company.
|With a plan in place, advisors can operate free of worry while maintaining complete control over their company, its transition, and its future.
|Reassures Clients and Regulators
|Having a documented succession agreement with a licensed and accredited multigenerational firm builds confidence, trust, and loyalty from stakeholders.
|Relieves Family and Relatives
|Despite limited knowledge and available resources, the family will be prepared and relieved of unnecessary pressure. At the time of a qualifying event, a succession plan will stabilize the firm and assist the heirs when they are ready to make important decisions.
|Strengthens Company Culture
|Succession plans prioritize big picture goals and values, solidify a mission, and create a progressive vision for the future of a company for future generations.
|Advisors don’t have to divulge names or investment strategies prior to the transition, thus preserving confidentiality.
Why Traditional Succession Plans Fall Short
Reasons to partner with us for your transition
At Winthrop Partners, we respect our clients, their vision, and the legacy they’re creating. We take pride in developing a strategic process that ensures a seamless transition for our client.
To begin the process, download our Succession Planning Questionnaire. This tool provides a list of basic questions to ask yourself as you take the first steps toward creating your own succession plan.
Transitioning Advisor Services FAQ