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Business Owners

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

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

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