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.

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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.

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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.

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LATEST NEWS


Conference Call: Top 10 Dangers and Opportunities for Seniors

Unique challenges face us all as we grow older and become “seniors,” but with proper planning, you and your loved ones can be well-prepared to successfully navigate this stage of life. Today, John O. McManus held an educational conference call with clients to discuss the “Top 10 Dangers and Opportunities for Seniors” – whether it’s… READ MORE ⟩


Real Daily Relays Insight from McManus on Self-Directed IRAs

  Real Daily, which seeks to enrich, enlighten and empower readers to make informed choices that will positively impact their financial lives, recently published the article, “5 Reasons You Need a Self-Directed IRA.” The piece, which cites insight from McManus & Associates Founding Principal John O. McManus, begins with an overview: ·           Self-directed retirement accounts,… READ MORE ⟩


Forbes Shares Invaluable Advice from McManus and Widow Clients

Founding Principal of McManus & Associates John O. McManus recently spoke with Ashlea Ebeling, who writes about how to build, manage and enjoy your family’s wealth for Forbes, to share his pre and post-mortem planning advice for spouses, based on his experience working with numerous high-net-worth widows over nearly three decades. McManus also connected Ebeling… READ MORE ⟩


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