Tim Winter

Tim Winter is the president and owner of Steward Family Office, a multi-family office dedicated to simplifying the lives of ultra-high net worth families.12 In his role, he acts as a personal CFO for his clients, providing comprehensive financial management services.1

Professional Background

Prior to founding Steward Family Office, Tim Winter held the position of vice president at Merrill Lynch Family Office, where he was responsible for overseeing the group's west coast relationships.1 After more than a decade at Merrill Lynch, he decided to establish his own independent family office to cater specifically to the diverse financial and administrative needs of ultra-high net worth clients.1

Expertise and Services

Tim Winter has extensive knowledge and experience in various areas of financial management, including:

• Consolidated performance reporting
• Family meetings
• Real estate investment analysis
• Insurance consulting
• Tax and estate administration
• Cash flow management
• Review of private equity investments1

Current Role

At Steward Family Office, Tim Winter currently serves six families who have acquired their wealth primarily in the technology, real estate, and medical device industries.1

Education and Qualifications

• Certified Financial Planner
• B.A. in Business Management from Oklahoma Christian University
• Masters in Finance from Texas A&M University1

Personal Life

Tim Winter resides in San Diego County with his wife and four children. Outside of his professional life, he enjoys coaching his sons' soccer teams and teaching elementary children at Emmanuel Faith Community Church.1