Michael Winn

Managing Director, Co-Head of Sanctuary Global Family Office

As co-head of the Sanctuary Global Family Office, Michael has over 25 years of experience working with business owners, real estate families and entrepreneurs on succession, exit, transition and estate planning matters. Partnering with Brian Weiner, Michael co-founded InnoVise Family Wealth Advisors, the advisory and investment management firm that drives our Sanctuary Global Family Office services. Michael began his career 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, which later led to the creation of InnoVise.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees