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    Winthrop helps entrepreneurs and business owners better navigate every aspect of their operation.

    Whether you lead a fast-growing startup, a closely held family business, or a multi-generational enterprise, we have the experience to help you operate more efficiently day-to-day, while laying a foundation for navigating the future. No matter what stage you’re in or where you’re headed, our team will deliver professional advice and customized plans that can position your enterprise to thrive.
    Business Planning

    Maximize your business by protecting it from the unknown. From management of investments and oversight of daily cash flows to custom insurance plans and succession strategies, our comprehensive approach will help you make the most of today, while preparing your business for the future.

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    Corporate Portfolio Management

    We work in unison with your company’s management team to create custom investment strategies and cash management strategies that balance long-term risk with the level of liquidity needed for daily operations.

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    Business Tax Planning

    We strategize with your tax professionals to deliver proactive planning that helps identify areas for minimizing your tax burden and positioning your business for future growth.

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    Business Insurance Planning

    Even in business, life happens. We’ll develop a custom insurance plan—built around the unique makeup of your organization— that provides protection against unforeseen challenges, and a safety net for you and your heirs.

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    Succession Planning

    Whether you plan to sell your business to a third party or transfer it to the next generation, we’ll partner with you to develop a succession plan with a clear, carefully defined path that reflects and honors your wishes.

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    It’s estimated that around 40 percent of family business owners expect to retire, creating a significant transition of ownership in the US. And less than half of those expecting to retire in five years have selected a successor.

    Mass Mutual American Family Business Survey