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HIGH INTEREST RATES—NOT THE DEMISE OF EFFECTIVE ESTATE PLANNING STRATEGIES

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...

02.14.2023
Manchester Capital Management Announces Hiring of Christine Kaming Tomas as Managing Director

Manchester Capital Management Announces Hiring of Christine Kaming Tomas as Managing Director

FEB. 14, 2023 — Manchester Capital is pleased to announce the addition of Christine Kaming Tomas as Managing Director and Head of Business Development and Client Engagement. Based in New York City, Christine brings more than 30 years of global investments and advisory experience to the Manchester Capital Management team. Prior to joining MCM, Christine worked in London and New York as a Managing Director and trusted client counselor at Goldman Sachs, JPMorgan, and, most recently, iSelect Fund Venture Capital. She has specialized in delivering customized strategies and solutions to family offices, business owners, institutional investors, and sovereign wealth funds. A bilingual Spanish speaker, Christine is also fluent in French and German and holds dual US and EU citizenship. She received her M.B.A. from the MIT Sloan School of Management in 1997 and her B.A. Magna cum Laude from Harvard College in 1992.   Both a passionate client advocate and developer of talent, Christine has...

Sustainable and Impact Investing Leader Phil Kirshman Joins Manchester Capital Management

Sustainable and Impact Investing Leader Phil Kirshman Joins Manchester Capital Management

for immediate release MONTECITO CA, NOV. 3 2021 – Manchester Capital Management is pleased to announce the addition of Phil Kirshman to their Montecito, CA office. Phil will be responsible for leading the Environmental, Social, and Governance impact investing efforts of the firm and supporting clients who want their portfolios to have a measurable social and environmental impact in addition to a positive financial return. With 35 years of financial management experience, Phil is a recognized leader in the sustainable and impact investing space. Prior to joining Manchester Capital, he held various leadership roles including Co-Founder and Chief Investment Officer for Cornerstone Capital group where he led their investment advisory division. Most recently, Phil founded Impact Metropolis, a social media platform for impact investing ecosystems. Phil has earned both the Chartered Financial Analyst and Certified Financial Planner® designations. He holds B.A. in Philosophy and Legal Studies from the University of...