Succession Planning

The Winthrop Wealth team has more than 30 years of experience assisting owners of privately held businesses develop sound succession strategies.

Preparing a plan while you are still actively involved with the business can help to control future dispositions and the management of the business; thus helping to maximize enterprise value. This better positions the business to provide for the future financial needs of you and your family, for generations to come.

A successful transition plan encompasses several components from financial and estate planning to ownership transition planning and understanding family dynamics. In conjunction with estate planning experts, tax consultants, and financial advisors, our team works closely with you to develop a tactical, well-executed transition strategy.