Family Office

Membership Plan

  • Complete WinStar® site access for training and new professionals
  • Review of Family Office Portfolio Investments/Companies
  • M&A Research / Technical Support
  • Pre-Process Assistance
  • Pre-Acquisition (Seller) or Pre-Divestment (Buyer) Searches
  • Comparable Valuations Research
  • Review of Company Sale or Purchase Presentations
  • Impact Investments
  • Review of Data Room Organization
  • Review of Diligence Lists, Transaction Execution Timetables
  • Recommendations of Accounting Firms and Legal Professionals
  • Example legal documents
  • Basic WinStar® Single User License is $10,000 and may be charged by credit card through subscription link below. Quotes for multiple licenses are based on client revenue, number of users and/or assets under management. Please contact for subscription quotes.

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