Wealth Management

A clearer view. A coordinated plan.

Many clients come to Douglass Winthrop with a team of highly qualified advisors—CPAs, trust and estate attorneys, insurance professionals, and others—but sometimes with little coordination among them. Financial lives are complex. They shouldn’t feel fragmented.

We help bring every aspect of your financial life into focus, creating greater clarity, a coordinated strategy, and increased confidence in the decisions that shape your future.
We partner with our clients to coordinate and execute
long-term plans that consider:
  • Investment Planning
  • Gift, Trust & Estate Plans
  • Insurance Review
  • Tax Planning
  • Philanthropy
  • Start-up and Private Company Planning
  • Long-Term Goals
Our network of trusted partners is available to advise our clients in the
following areas:
Law
  • Trusts and Estates
  • Law Matrimonial
  • Law Cross-Border Experts
Finance
  • Trust Companies
  • Accounting
  • Bill Paying/Record Keeping
  • Private Bankers  
  • Real Estate Brokers  
Insurance
  • Life Insurance
  • Property and Casualty
    Insurance
  • Health Insurance
Healthcare
  • Long-Term Care Insurance
  • In-Home Nursing Care
Art
  • Art Advisory
  • Major Auction Houses
Travel
  • Boutique Travel Agencies
  • Travel Medicine

Wealth Management Roadmap

1
We listen to your current financial situation, goals and objectives
2
We identify issues and opportunities and discuss them with you
3
We recommend solutions to implement the plan
4
We coordinate the plan among your advisors
5
We follow up and revisit the plan as needed

Our approach to Wealth Management is inextricably tied to our Investment Philosophy, favoring clarity and absolute returns over complexity and over-diversification.