Manor House Capital

What Manor House Capital does

Manor House Capital Insurance Services is a boutique advisory firm specializing in life insurance strategy for a narrow, high-value client base: corporate executives, high-net-worth families, and family offices. The firm is led by founder Steven H. Lewis and operates from offices in New York City and Philadelphia, with active service delivery to an international clientele. Its core offerings center on four practice areas — Advanced Planning, Executive Benefits, Wealth Preservation, and Lifestyle Preservation — supported by a curated product menu spanning traditional life insurance, Private Placement Life Insurance (PPLI), Private Placement Variable Annuity (PPVA), and other annuity solutions. The value proposition combines tax-efficient structuring, complexity reduction, and ongoing alignment between client objectives and policy design, including annual diligence reviews of in-force coverage.

The firm generates revenue through professional-services advisory fees and carrier commissions on placed business, rather than through a technology platform or asset-based fee model. Distribution is enterprise field sales executed through partnerships with CPAs, attorneys, and financial advisors who refer HNW prospects into the Manor House practice. There is no disclosed software product, no AI tooling, and no pricing transparency; the firm competes on specialized expertise in PPLI/PPVA — a structurally narrow discipline — rather than on scale, automation, or technology differentiation.

In 2024, Manor House Capital was acquired by Arthur J. Gallagher & Co., a large diversified insurance brokerage and risk-management firm. The transaction folded the boutique's HNW life-insurance advisory capability into Gallagher's broader wealth and risk platform, materially expanding the distribution surface available to Manor House's advisors while removing it as an independent growth-signaling entity. Standalone operating metrics (headcount, revenue, client count, policy placement volume) are not disclosed in the input.

Name

Manor House Capital

Legal name

Manor House Capital Insurance Services

Website

https://manorhousecapital.com

Company type

Private

Founded year

2007

Operating status

Acquired

Headcount range

1–10 employees

Short description

Manor House Capital is a boutique life insurance advisory firm that designs traditional, PPLI, and PPVA strategies for executives, high-net-worth families, and family offices. It operates from NYC and Philadelphia, serves international clients, and was acquired by Arthur J. Gallagher & Co. in 2024.

Ownership category

akta.pro rank

Product category

Wealth Management and Insurance Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Life Insurance (6311), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Life insurance advisory
• Private placement life insurance
• Private placement variable annuities
• Wealth planning services
• High-net-worth insurance consulting

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Advisory and Insurance Consulting: Manor House Capital generates revenue through financial advisory and consulting services focused on life insurance strategies and wealth planning for high-net-worth clients. The firm oversees the design, procurement, and implementation of traditional life insurance, annuity solutions, private placement life insurance (PPLI), and private placement variable annuities (PPVA).

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Manor House Capital Insurance Services is a life insurance and annuity consulting firm that advises executives, high-net-worth families, and family offices on structuring traditional life insurance, annuities, Private Placement Life Insurance (PPLI), and Private Placement Variable Annuities (PPVA). The firm provides concierge-level advisory services focused on tax efficiency, wealth planning simplification, and financial clarity for clients across the United States and internationally.

Product overview

Manor House Capital is a consulting firm offering a suite of wealth planning and insurance services. The core offering centers on life insurance strategies—combining traditional life insurance and annuity solutions with customized private placement products (PPLI and PPVA)—alongside advisory services for tax efficiency, complexity reduction, and financial clarity. These products and services work together to address the three primary wealth planning challenges for executives, high-net-worth families, and family offices.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Annual diligence reviews ensuring adjustments for change in circumstances, tax and regulatory developments, and insurance portfolio performance

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• GallaghercoreOthersManor House Capital Insurance Services has joined Gallagher, a global insurance brokerage and risk management firm. This merger strengthens Gallagher's capabilities in providing life insurance strategies to complex financial problems for executives, high-net-worth families and family offices. The combination brings together Manor House Capital's specialized expertise with Gallagher's broader insurance and risk management platform.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Arthur J. Gallagher & Co. Manor House Capital's parent company and the acquirer of record in 2024. Gallagher is a global insurance brokerage and risk management firm and the broader platform into which Manor House's HNW life insurance advisory practice is now integrated, providing overlapping HNW wealth capabilities at much larger scale.
• NFP: A leading insurance brokerage and wealth management firm acquired by Aon, with specialty practices serving HNW individuals and family offices through complex insurance and wealth planning. Comparable for its enterprise-level HNW insurance advisory capabilities.
• HighTower Advisors: Wealth management firm serving HNW individuals, families, and institutions with integrated financial planning, including insurance and estate strategies. Comparable as a larger wealth advisory platform with overlapping HNW planning capabilities.
• Marsh Private Client Services: Personal lines and HNW insurance advisory arm of Marsh McLennan, serving wealthy individuals and families with complex personal insurance and risk management solutions. Comparable as a larger incumbent providing specialized insurance advisory to HNW clients.
• Abbot Downing (Wells Fargo): Ultra-high-net-worth advisory unit of Wells Fargo serving wealthy families, family offices, and foundations with integrated wealth planning including insurance and estate strategies. Comparable as a larger platform offering overlapping HNW wealth advisory services to a similar clientele.
• BNY Mellon Wealth Management: Global wealth manager serving HNW individuals, families, and family offices with investment management, trust services, and estate planning. Comparable as an incumbent offering multi-generational wealth transfer solutions overlapping with Manor House's mandate.

Direct peers

• Pitcairn: Multi-generational family office and wealth advisory firm serving HNW families and individuals with holistic planning, including insurance, estate, and tax strategies. Comparable for its family-office focus and integrated wealth planning approach.
• Cresset Capital Management: Independent multi-family office and private wealth firm serving HNW families with integrated wealth planning, investment management, and family office services. Comparable as a similarly focused HNW advisory firm with overlapping estate and tax planning expertise.
• M Financial Group: A financial services distribution organization that connects HNW clients with advanced life insurance, PPLI, and proprietary products through a network of Member Firms. Direct comparable given its focus on the same HNW life insurance and PPLI/PPVA product categories Manor House serves.
• Conrad Siegel Actuaries: Independent advisory firm providing retirement and personal insurance planning services to HNW individuals, families, and businesses, including life insurance and annuity structuring. Comparable as a similarly sized specialist HNW insurance advisory practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/GallagherGlobal
• Facebookfacebook.com/GallagherGlobal
• LinkedInlinkedin.com/company/manor-house-capital
• Instagraminstagram.com/gallagherglobal
• Xtwitter.com/GallagherGlobal

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Manor House Capital