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Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end of 2025 makes now an opportune time to review your plans. Two powerful tools in estate planning are time and interest rates. With time, the more you have remaining, the greater the number of estate planning options available to you. With interest rates, the lower the prevailing rates, the more likely investments can achieve excess returns, thus the more attractive many strategies become. The ultra-low interest rates of the past decade were a boon for many estate planning strategies, but the increase in interest rates does not mean the end of effective estate planning opportunities. Indeed, there are a handful of strategies that become even more attractive in a higher interest rate environment. Rising interest rates influence the effectiveness of various estate planning tools. Leveraging these tools...09.20.2023
Manchester Capital Management is proud to announce that Founder and Executive Chairman, Ted Cronin, has once again been honored among Barron’s “Top 100 Independent Financial Advisors.” According to Barron’s, the ranking reflects the volume of assets overseen by the advisor and their team, revenues generated for their firm, and the quality of the advisor’s practice. Ranked 12th this year, it is Ted and Manchester Capital’s 17th consecutive mention on the list. Since its inception, Manchester Capital Management has been synonymous with industry-leading financial advisory services that emphasize personalized strategies tailored to individual and client families’ unique goals and objectives. Since its founding over 30 years ago, Manchester has evolved into a team of 35 employees who are dedicated to fostering a culture of innovation, trust, and integrity within the firm. “This is a wonderful recognition of our Manchester team and the incredible clients we have the privilege of serving. Our...
FOR IMMEDIATE RELEASE [CHARLOTTESVILLE, Virginia, February 9, 2023] Jeff Hall will be assuming Manchester Capital Management’s CEO position from Founder, Ted Cronin, following 30 years of industry-changing leadership pioneering the multifamily concept. Jeff will lead the bi-coastal firm from the Charlottesville office and will be responsible for the day-to-day management and operational matters. Ted will serve as Executive Chairman of the Board and continue to be involved with client service and business development. “Jeff is an effective and proven family office professional who will spur innovation while continuing Manchester’s client-first culture,” stated Ted. “The Board of Managers is confident that Jeff’s commitment to Manchester’s client families, to the colleagues, and to maintaining the firm’s independence as an employee and client owned firm.” Together with Drew Beresford, President and Head of Wealth Management, the firm offers innovative investment strategies, including direct real estate, access to unique alternative strategies, and a wide...
Manchester Capital Management was selected from more than 39,000 U.S. firms to be named on the CNBC FA 100 list of top U.S. registered investment advisors (RIAs) in 2022. Manchester ranked No. 23 in its debut appearance on CNBC’s annual list. “It is an honor to have our firm recognized by CNBC and I couldn’t be prouder of the entire Manchester Capital team. We have an extraordinarily talented group of colleagues who are tireless in their efforts to help our client families manage the complexities that come along with wealth. ” Drew Beresford, MCM President According to a recent CNBC article, “The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.” For more details on CNBC’s ranking requirements and methodology go to: CNBC.com/FA100.
Founder, Ted Cronin and the Manchester Capital team have been ranked 8th in Barron’s prestigious annual ranking of “Top 100 Independent Financial Advisors” for 2022. This is the 16th consecutive year Ted has been recognized among the top 100 Independent Financial Advisors by Barron’s. “I am proud to be part of the Manchester team, and this recognition is a tribute to our wonderful clients and our dedicated employees, who remain committed to helping our client families preserve their wealth, culture, and values for generations to come.” – Ted Cronin According to Barron’s, the ranking reflects the volume of assets overseen by the advisor and their team, revenues generated for their firm, and the quality of the advisor’s practice. Read full article on barrons.com › For more details about Barron’s ranking process go to Barron’s Methodology for Ranking Financial Advisors | Barron’s (barrons.com).