Business Details
Your Trusted Partner for Family Wealth Management
For over three decades, Manchester Capital Management has specialized in serving the complex needs of affluent families, focusing on multi-generational wealth preservation and legacy planning. As an independently owned firm, we prioritize client-centric relationships by integrating strategic financial planning, educational resources, and innovative solutions tailored to each family's unique circumstances. Our team of seasoned professionals combines deep expertise in investment management, family office services, and real estate advisory to deliver comprehensive support.We maintain transparent fee structures and avoid product-based incentives, ensuring recommendations align solely with client objectives. Recognized by leading industry publications, our approach emphasizes long-term partnerships, proactive problem-solving, and empowering families through financial literacy and intergenerational planning.
Services
Investment Management
Family Office Services
Real Estate Advisory
Wealth Planning
Tax Efficiency Strategies
Impact Investing
Legacy Planning
Portfolio Construction
Direct Real Estate
Private Investments
Highlights and features
- We offer 30+ years of experience serving multi-generational families with complex financial needs.
- Our independent ownership structure ensures complete focus on client priorities without product sales incentives.
- We provide transparent fee structures with no hidden management fees or acquisition/disposition charges.
- Our boutique model maintains a low client-to-advisor ratio for personalized service delivery.
- We combine investment management, real estate advisory, and family office services under one roof.
Services
Investment Management
We create customized investment portfolios aligned with family goals, risk tolerance, and legacy objectives. Our fiduciary approach combines traditional and alternative investments with tax-efficient strategies. The team leverages 100+ years of collective experience to deliver risk-managed solutions through both public and private market opportunities.
Family Office Services
Our outsourced family office provides comprehensive financial management including cash flow analysis, trust planning, and intergenerational education. We offer consolidated reporting, charitable giving strategies, and CFO-level support to simplify complex financial lives while preserving family values across generations.
Real Estate Advisory
We source, underwrite, and manage direct real estate investments tailored to client objectives. Our full-service approach covers acquisition, asset management, and disposition across industrial, residential, and commercial properties. The team optimizes tax advantages and control benefits inherent in direct ownership versus REIT structures.
Impact Investing
We integrate social and environmental impact with financial objectives through curated private investments. Our approach identifies opportunities that align with client values while maintaining rigorous due diligence standards. This includes venture capital, conservation projects, and community development initiatives that generate measurable societal benefits.
Legacy Planning
We develop customized strategies to preserve wealth across generations through estate planning, tax mitigation, and family governance structures. Our services include succession planning, charitable foundations, and educational programs that ensure family values and financial knowledge endure through multiple generations.
People
Jeff Hall
Chief Executive Officer, Partner
Jeff Hall leads Manchester Capital Management's strategic direction while maintaining direct client relationships. With extensive experience in wealth management, he focuses on building long-term family partnerships and ensuring operational excellence across all service areas.
Ted Cronin
Founder, Executive Chair
Ted Cronin established Manchester Capital Management over 30 years ago to serve multi-generational families. As Executive Chair, he provides strategic oversight and maintains industry leadership through his recognition in top financial publications.
Susan Sofronas
Managing Director and Head of West Coast, Partner
Susan Sofronas oversees West Coast operations and specializes in family office services. With expertise in intergenerational wealth transfer, she develops educational programs and governance structures to strengthen family financial legacies.
Phil Kirshman
Director of Impact Investing and Wealth Manager
Phil Kirshman leads Manchester Capital's mission-driven investment initiatives. He identifies opportunities that align financial objectives with social impact, focusing on sustainable ventures and community development projects that create lasting value.
Scott Swenor
Chief Financial Officer, Partner
Scott Swenor manages the firm's financial operations while serving as a senior wealth advisor. His expertise in tax-efficient strategies and portfolio management supports both institutional and family office clients in achieving long-term financial goals.
Questions
What distinguishes Manchester Capital's family office services?
Our family office combines independent ownership with a low client-to-advisor ratio, providing personalized service that addresses both financial and intergenerational needs through dedicated relationship teams.
How does Manchester Capital approach real estate investments?
We offer full-service direct real estate management from acquisition to disposition, leveraging our 100+ years of collective experience to identify opportunities with tax advantages and control benefits.
What investment philosophy guides Manchester Capital?
We create customized portfolios considering growth, income, and legacy goals while maintaining fiduciary standards. Our approach includes traditional investments, private equity, and real estate opportunities.
How does Manchester Capital support intergenerational wealth transfer?
We provide comprehensive legacy planning through estate strategies, family governance education, and charitable foundations that preserve wealth and values across multiple generations.
What impact investing opportunities are available?
Our impact investing program identifies mission-driven opportunities in conservation, community development, and sustainable ventures that align with client values while maintaining financial rigor.
