A private conversation
Room to do more for clients.
A team managing $1 billion or more weighs lending, private investments, trust and family office work, and whether each is in place when the team arrives. A Winthrop & Co. consultant reads it against your team in confidence. Staying is often the answer.
How it works
Three steps.
Tell us where you are
Two minutes. Your firm, your book, what has you thinking. Nothing more.
A consultant calls you
Someone who works on deals every day, ready to talk about your practice.
You see the whole market
Every channel compared, staying included, so the decision is yours and fully informed.
Our word
What you can count on from the first call.
Always confidential
Your name and your firm stay between you and us, and your current firm never hears of it.
The advisor never pays
The firm pays us.
Staying is often the answer
Many conversations end with the advisor staying put, better informed.
When you are ready, we are here.
One short note starts a confidential conversation with a consultant who sees deals every day.