Securing Concentrated Wealth

any of our clients have built their wealth through their own entrepreneurial skills in founding or running a successful business, or investing in real estate or private equity. These forms of wealth creation typically concentrate the wealth in a single asset.

Manchester’s unique experience in managing and transitioning concentrated wealth has served our clients well over the years. Diversification must be guided by your personal goals and take into account the potential risks and tax effects. We employ a wide variety of financial, hedging and charitable strategies to help reduce your risk and diversify your holdings.