family office Services

thrive together

Having worked with over a hundred families, we have learned that money can be as much a problem as a benefit. Families need guidance beyond the basics of which stock to buy or how to design a portfolio. Indeed, the greatest threats to one’s wealth are often unforeseen challenges. To counter this, we partner with our clients to help them negotiate both expected and unexpected life events.  Utilizing sound estate and tax planning, legacy strategies, younger generation education, back-office support and concierge services, we strive to help our families achieve their goals and continue to thrive.

family office Services

  • family mission statement and meeting coordination

  • consolidated investment dashboard and aggregated reporting

  • trust & estate planning

  • charitable guidance

  • tailored financial educational services

  • Bill paying and accounting support

  • Concierge Services

Our family office Stories

Learn more about how Manchester has helped our clients reach their financial goals.

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