Business Owners
In addition to the services provided to individuals Winthrop Partners provides business owners with:
- Acquisition Preparation Advice
- Introductions to financial Professionals
- Mergers & Acquisition Advice
- Capital Structuring Techniques
- Completion Portfolios
- Tax Minimization Strategies
Individuals
Winthrop Partners work with individuals and their families in two primary areas investment management and wealth planning. Under these umbrellas we provide the following services:
- Tax Efficient Investing
- Concentrated Equity Solutions
- Insurance Strategies (no sales)
- Trust & Estate Strategies
- Managing Significant Wealth Events
- Asset Protection Strategies
- Charitable Strategies
- Educational Finance Strategies
Physicians
In addition to the services provided to individuals Winthrop Partners provides Physicians with:
- Physician Focused Asset Protection Strategies
- Contract Negotiations
- Financial Planning for Accelerated Careers