Helping Single Family Offices
Combining the benefits of a single family office with greater scale, added skills, and diverse services
Professionally managing the complex affairs of a very wealthy family is challenging and expensive. We know this firsthand. Manchester grew slowly from its origins as a single-family office and began to help non-related families to afford the high costs of experienced investment, financial planning, tax, and accounting professionals. Smaller single-family offices, especially those with less than $500MM of assets to manage, struggle to retain top talent, provide efficient administrative and operational staff, and meet the regulatory responsibilities and technology demands that come with reporting and monitoring investments.
We have assisted several single-family offices that sought our aid to manage costs and upgrade services. We are selective in the families we accept. These families often retain a personal CFO or administrative assistant for specific needs, as well as their own legal and accounting professionals. We provide the rest – the capabilities of a large multi-family office with a team of professionals to meet their other needs. We strive to deliver this at the highest standard and for a cost-effective fee.
The case studies described herein are intended to illustrate Manchester Capital Management’s approach to developing personalized solutions to our clients’ unique investment management problems. These examples should not be considered to be recommendations for any particular client and are not intended to demonstrate a pattern of success or guarantee positive performance. Because our recommendations are individually tailored based on each client’s individual needs, there is no guarantee that our approach to managing any client’s account will share some or all of the characteristics as the situations depicted.
Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.