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For ultra high-net-worth (“UHNW”) families, integrating health into wealth planning isn’t optional — it’s essential for legacy, performance, and peace of mind. The good news: Individuals today are living longer. Over the last 200 years, life expectancy in the US has doubled and now averages 78.8 years.1 The bad news: This tremendous gift also brings new responsibilities. With extended longevity comes the reality of rising healthcare needs, increasing complexity of care, and the need for thoughtful and prolonged preparation. Just as families plan deliberately for education, retirement, and estate transitions, strategic planning for health and care has become a critical pillar of generational resilience. For UHNW families, where stakes are high and expectations of quality and coordination are nonnegotiable, this planning is both a safeguard and a legacy strategy. The upcoming holiday season brings families together in ways that few other times of year do. Amid celebrations and meaningful traditions,...
11.03.2021
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...
