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    SUCCESSION PLANNING

    As an entrepreneur, making plans for your future means considering the path you want your business to take. Is it important for it to stay in the family? How will it continue to grow after you’re gone?


    At Winthrop, we help our clients think deeply about these intimate, big-picture questions as a first step in clearly defining their vision for a successful succession plan. Whether you plan to pass your business on to your family’s next generation, or hope to sell it and use those funds for charitable giving, our succession planning team will help you define and take control of your legacy by building out a comprehensive ownership transition strategy that aligns with your objectives.
    Through conversations with you and your family, we’ll ensure the terms of the transition are clear and that all stakeholders feel heard. We’ll work closely with you while you are still actively involved in your business, so you can rest assured that your vision for the future can become a reality.
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