Manor House Capital Insurance Services, a consulting firm specializing in providing life insurance strategies to complex financial problems for executives, high-net-worth families and family offices, is now Gallagher. Based in New York City and Philadelphia and serving an international clientele, Manor House Capital works closely with our clients and their advisors to create wealth planning solutions that help ensure financial legacies.

We've further strengthened our team of professionals, so you have a deep bench of talent that can provide you with insights from every corner of the industry. This distinctive structure is designed to deliver concierge-level, personalized service and put powerful tools at your fingertips.

Creating and implementing tailored solutions to address unique problems

Our team partners with attorneys, family offices, accountants, wealth managers and other life insurance professionals to achieve uncommon results in addressing current and future wealth. We help our clients overcome the three primary challenges of wealth planning by implementing strategies that enable the following.

Greater tax efficiency

Clients recognize they have areas of tax inefficiency that are costly and represent valuable missed opportunities to secure and grow their wealth. We work with you to identify and address these inefficiencies, optimizing your tax situations.

Reduced complexity

Existing plans are complex and often contain numerous problems due to changes in tax and regulatory policy. The magnitude of these problems and how they compound over time are generally unknown. We simplify and streamline these plans to ensure they're effective and manageable.

Better clarity

Client strategies may no longer align with existing goals, and there's a growing uncertainty about what was originally put into place and whether the planning is linked to current objectives. We provide clarity and ensure that the planning aligns with your current objectives and future aspirations.

We deliver tailored solutions that focus on your unique problems and successfully deal with these hurdles. In doing so, we oversee the design, procurement and implementation of traditional life insurance and annuity solutions, as well as customized private placement life insurance (PPLI) and private placement variable annuities (PPVA).

Partnering through education, execution and service

Our team understands the unique planning challenges of high-net-worth clients and the growing uncertainty they face in long-term planning. Our primary goal is empowering you to make educated decisions that withstand the test of time.

We educate our clients and their advisors on understanding existing planning, what improvements are available and the consequences of inaction. We only implement solutions when the client and advisors feel confident that they understand the strategy and the client commits to the tasks and timing involved.

We offer clients a concierge-level experience as we guide them through each phase of process, while adjusting for any unforeseen challenges. We provide annual diligence, taking into consideration adjustments for change in circumstances, tax and regulatory developments, and insurance portfolio performance, and we identify new approaches that may be applicable.

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