CHRISTOPHER SWINK
What drives me and my passion to serve? My father was a business owner, so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and bad. I bring this experience, coupled with 25 years of wealth management experience to every family we serve.
Over the years, I've had the honor to serve dozens of business owners with $1B+ in assets develop a plan for financial security and freedom. Armed with this insight, my mission is simple: help successful entrepreneurs and business owners who are interested in an exit, or are in the process of exiting a business, understand the relevance of the transaction upon their life and legacy.
I have worked in conjunction with the business owners' M&A team, private equity firm, investment banker, CPA and attorney, to service & address their needs and concerns.
Specialties include:
Business liquidation & succession
Business advisory services
Exploring the options/strategies to sell the business
Corporate trustee services
Tax implementation of the sale
Investment Management
Financial Planning
Banking Services
What drives me and my passion to serve? My father was a business owner, so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and bad. I bring this experience, coupled with 25 years of wealth management experience to every family we serve.
Over the years, I've had the honor to serve dozens of business owners with $1B+ in assets develop a plan for financial security and freedom. Armed with this insight, my mission is simple: help successful entrepreneurs and business owners who are interested in an exit, or are in the process of exiting a business, understand the relevance of the transaction upon their life and legacy.
I have worked in conjunction with the business owners' M&A team, private equity firm, investment banker, CPA and attorney, to service & address their needs and concerns.
Specialties include:
Business liquidation & succession
Business advisory services
Exploring the options/strategies to sell the business
Corporate trustee services
Tax implementation of the sale
Investment Management
Financial Planning
Banking Services
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- Website:
https://www.northerntrust.com/united-states/what-we-do/wealth-management/business-owner-services - Phone: 813-892-8451
- City: Tampa
- State: Florida
- Postal Code: 33602
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Northern Trust
