Above & Beyond Services

ur clients have access to sophisticated trust services, including corporate and administrative trust services, and “Trusteed” IRAs.  Further, we offer our clients access to comprehensive financial planning, tax and estate planning services.  Whether you already have your own team of CPAs, attorneys and planners, or you would like us to help you assemble one, Manchester stands ready to assist you through the ever changing maze of financial, tax and legal issues associated with managing your wealth.

Manchester Financial offers you personal access and accurate answers to a wide array of financial services.  Our clients think of us as their partner in managing their wealth.  When you’re out enjoying your life, we’re here working for you.  If you need to talk to us we’re here for you and our advice will always be objective, well-researched and timely delivered to ensure your success.  Utilizing our full suite of financial services allows you to feel comfortable, knowing that your plan is well-designed, your assets are invested well and, most importantly, that your portfolio is being managed to ensure that your future is secure. 

Considering Your Family
Many of our clients also ask us to provide or assist them with unique value-added financial or lifestyle services involving the following:

• Family meetings with key advisors to review, strategize and plan
• Special purchases, such as art, antique cars, airplanes and yachts
• Collateralize lending
• Health care and assisted living coordination
• Review of health, disability, long-term care, and life insurance
• Management of trust, estate, conservatorship and custodial accounts
• Estate evaluation and settlement (property, insurance, investments, trusts)
• Analysis of needs for beneficiaries and heirs
• Charitable or family gifting strategies
• Asset protection strategies and off-shore investing
• Private travel or luxury vacations
• A complete Family Office solution including:
  • Disbursements for personal expenses, home, rental and vacation properties
  • Personal financial statements
  • Cash management and private banking services
  • Credit management for mortgages, leases and all large purchases

Considering Your Company
Whether you are the founder or a key executive, you are likely faced with a host of financial complexities regarding your compensation and benefits.  Some of these issues are for you personally and others for your company.  We can assist you with the following:

• Consultations and financial planning services for owners, officers and executives
• Optimization analysis for exercising stock options, including taxes and AMT
• Cashless exercise of stock options
• Rule 144 transactions for restricted stock
• Evaluation and implementation of retirement plans
• Deferred Compensation plans
• Succession planning covering buy/sell and M&A
• Seminars covering retirement and financial planning issues
• Review of health, disability, long-term care and life insurance                       
• Corporate cash management and portfolio management services