Wealth management built for complexity.
Most wealth managers offer the same liquid market exposure through slightly different wrappers. Manhattan West offers something structurally different: goals-based portfolio construction integrated with direct private market access.
The wealth management relationship.
Model portfolios are how we deliver disciplined investing at scale — but they are a starting point, not the whole answer. Every relationship begins with your objectives, tax situation, liquidity needs, and the private market positions already on your balance sheet, and we customize from there as complexity and needs require. The portfolio follows the client. Not the other way around.
Portfolio Construction
Goals-based, not benchmark-relative.
We build portfolios around your objectives — not an index. That means understanding your liquidity needs, tax situation, concentration risk, and time horizon before making a single allocation decision.
MW Wealth IQ
Every asset. One view.
Total net worth reporting through MW Wealth IQ, our client reporting platform: a 100% view of family wealth — performance, risks, liquidity, holdings, asset allocation, and cash flows — including alternatives, real estate, and held-away accounts. Embedded digital vaults organize all client documents with institutional-grade cybersecurity.
Estate Planning
Wealth transfer, not wealth erosion.
Estate planning, tax strategy, entity formation, and succession planning — coordinated with your attorneys and accountants or handled through our network of specialists. We focus on tax-efficient structures: QSBS, GRATs, charitable vehicles, and trust structures for concentrated positions.
Access
Institutional-grade strategies. Individual relationships.
Access to strategies typically unavailable to individual investors — including private credit, co-investments alongside institutional allocators, and the private market positions that define the MW portfolio.
The portfolio follows the plan. Not the other way around.
Technology
MW Wealth IQ
Our client reporting platform. A 100% view of family wealth — including alternatives, real estate, and held-away accounts — with embedded document vaults and institutional-grade cybersecurity.
- Complete net worth and performance reporting
- Private market position tracking
- Risk, liquidity, and cash flow analysis
- Secure digital document vault
- Consolidated asset allocation across all accounts
Sophisticated investors who require more than a standard adviser can offer.
UHNW & HNW Individuals
Investors who require a wealth adviser fluent in illiquid positions, carried interest, concentrated stock, and multi-entity balance sheets — not a standard portfolio review.
Family Offices
Single and multi-family offices managing complex alternative exposure across multiple platforms. MW consolidates positions, reporting, and planning through MW Wealth IQ.
Founders at Liquidity Events
Executives and founders approaching a liquidity event who need a plan built around QSBS exclusion, estate transfer, and investment of proceeds — before the wire hits.
Endowments & Foundations
Institutions with mandate constraints and governance requirements. Our due diligence process and documentation standards meet institutional review.
The relationship begins with a conversation.
Tell us about your situation — what you have, what you need, and what a wealth management relationship should actually look like for you.