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Manchester Capital Management is, and has been since its inception a Family Office dedicated to serving wealthy families address the broad range of topics and issues that relate to their wealth. We understand the many tasks required to simultaneously manage the wealth for inter-generational family members in a coordinated fashion. Family Office Services include, but are not limited to:

Minimum $50 million in investable assets

  • Investment Management Services which are customized designs targeted at the individual needs of each family member and, simultaneously, addressing global family goals.
  • Philanthropic Guidance and Charitable Administration, including managing the assets, meeting agendas, recording minutes and decisions, and implementing trustee decisions.
  • Tax and Estate Counseling, working in conjunction with the family accountants and lawyers. Wealth scenarios and financial planning to estimate financial outcomes according to differing investment designs.
  • Real Estate Acquisition and Management, both commercial and residential properties. Mortgage acquisition, competitive bidding, and arranging financing for properties or businesses.
  • Creative solutions to specific investment issues, such as monetization strategies to diversify low-basis securities, programs to address excess industries weightings, and equity research efforts to analyze private companies where clients have commitments. Assistance in selling or acquiring businesses.
  • Family Governance, including Family Mission Statements, that define how global family decisions are made that preserve and grow the family’s wealth efficiently and effectively in accordance with family values.
  • Alternative investment strategies, such as resource partnerships, timber investments, venture capital, private equity, and hedge funds.
  • Special needs, including insurance management, bill paying, employee recruitment, legacy education, vehicle purchase or sales, etc.

Our Family Office represents a center of service and stability to assist families with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets and their family heritage. The family office aggregates and integrates resources to facilitate asset protection, cost control, financial education, family philanthropy and a host of other shared needs.

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.


We provide Philanthropic Advisory Services for wealthy families who want to coordinate and affect their own charitable interests without the need to directly hire an independent staff or office.


While our core responsibility is managing a superior investment process, we strive to help clients address the qualitative aspects of wealth. Our experience is that family wealth can enable, empower, and nurture current and future generations.



Our Financial Planning service coordinates our investment management process with a clients’ short and long-term objectives, their risk exposures (personal liability, health insurance, life insurance, property insurance, etc.), and their estate plans (the purpose and eventual destination of their assets).