WHO WE ARE

For the past 25 years, McManus & Associates has delivered the highest quality estate planning services that the largest firms promise with the more intimate, personalized relationships that a boutique firm can provide.

Some of the most prominent families in finance, media, academia and medicine — both domestic and international — have relied on us to serve as their advisor in wealth and family mission planning.

ABOUT US ⟩

See how we build enduring relationships and ensure a lifetime of protection for our clients.

WATCH VIDEO ⟩

WHAT WE DO

We provide a complete range of services, from representing recently emancipated children who have attained the age of majority to advising international families with financial interests around the globe.

ALL SERVICES ⟩

OUR SIGNATURE 10-STEP PROCESS

We've developed a clear process for the preparation and completion of your estate plan, for every step along the way.

25 YEARS OF QUALITY SERVICE

The legal community and media have long recognized us for our professional excellence our modern client philosophies.

A SOLID FOUNDATION

We assist our clients in maximizing the transfer of wealth through generations. See how we realize personal and family goals.

WHAT OUR CLIENTS ARE SAYING

“McManus & Associates is top notch. They are #1 in their field.”
— Christina C.

“If you are looking for people you can trust, McManus & Associates are the people you want.”
— Carl C.

“We are confident that we are in the utmost capable hands with McManus & Associates.”
— Douglas E.

“I give the firm my highest recommendation.”
— Doctor M.

MORE TESTIMONIALS ⟩

LATEST NEWS


Advice for Seniors from McManus Meets the Big Screen, Thanks to WealthManagement.com

WealthManagement.com/Trusts & Estates published the below byline by John O. McManus as a slideshow! Click here to read John’s advice, accompanied by entertaining movie stills. Top 10 Dangers Facing Senior Clients John O. McManus | Oct 29, 2018 1. Anticipate, Before It’s Too Late As clients age, there’s a significantly greater risk of incapacity. The failure… READ MORE ⟩


Reuters Turns to McManus for Guidance on Giving

The article below, for which John O. McManus was interviewed as an expert source, was published by Thomson Reuters Regulatory Intelligence: INSIGHT: New red flags for investment firms as charitable season meets donor fund boom Oct 30 2018 Richard Satran, Regulatory Intelligence The end of the year is high season for charitable donations — and… READ MORE ⟩


Conference Call: 6 Strategies for Smart Year-End Planning under New Tax Laws

Before we know it, the calendar will turn to 2019. Today, McManus & Associates Founding Principal John O. McManus held a conference call with clients to impart insight on year-end tax strategies, in light of the new tax laws, to implement by December 31st. McManus also covered annual end-of-year essentials. Listen to a recording of… READ MORE ⟩


ALL NEWS ⟩