Our
Team

Michael Winn

Managing Partner,
Business Succession and Planning

t: 310.388.0018 |

Michael Winn is Co-Founder of Audent Capital Partners, an advisory and investment management firm, serving affluent individuals and families, business owners, entrepreneurs and high net worth investors. He is also a Co-Founder and Managing Partner of Audent Family Wealth Advisors, an Audent Capital Partners company, where he leads the estate planning, business succession and pre-event planning practice. He works closely with national tax experts in key areas of taxation.

Michael has spent over 25 years working with business owners, real estate families and entrepreneurs on succession, exit, transition and estate planning matters. Michael has a distinct process that entails unique discovery and a proprietary Legacy Plan that is customized to each client relationship.

He functions as a “financial architect” for each of his client relationships. This allows the needed time for his clients to understand the planning process and address many of the soft issues that can be overlooked. Mike builds the framework of the plan and will later partner with the clients existing counsel or bring in an outside resource if needed. This process ensures each client has a comprehensive estate plan that meets their goals and objectives.

Michael also co-heads the firm’s banking network which provides all types of lending and corporate trustee services for clients and advisors.

Michael began his career in 1993 as an Executive Director for the Estate Planning Group of John Hancock. Later he headed the Estate Planning Group at Oppenheimer & Co., where he spent 11 years helping advisors provide clients with tax-efficient, multi-generational wealth planning solutions. In 2011, Michael joined UBS Financial Services as a Managing Director. Shortly after joining UBS he was appointed to the Chairman’s Council, a group of the firm’s most influential advisors. In April of 2016, First Republic Bank acquired his practice, where he served as a Managing Director until launching Audent Family Wealth Advisors.

Michael attended University of California at Santa Barbara, where he studied economics. He is a frequent speaker for YPO and Tiger 21. Michael’s past charitable affiliations include Cedars-Sinai Sports Spectacular and Cherish the Children Foundation, an organization dedicated to strengthening families and protecting children from violence in their communities.

We invite you to contact us

Audent Family Wealth Advisor

t: 310-388-0018

Audent Capital Partners

t: 310-388-0018

Audent Global Asset Management

t: 310-388-3818

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