Mansha Plan

Mansha is a private wealth firm serving business owners, entrepreneurs and families whose financial lives have become more complex than any one product or advisor can solve.

Since 1982, we have helped clients protect what matters, strengthen what they have built, and plan for what comes next.

Our work spans private wealth, tax and succession planning, insurance strategies, employee and executive benefits, and business continuity. We work alongside a client’s existing legal, accounting and professional advisors to bring greater coordination to the decisions that cross business, family and wealth.

Our approach is long-term and relationship-led. Many of our relationships begin with a practical business need - benefits, executive retention, liquidity, risk or succession - and develop over time as trust and complexity grow. At the centre of our work is a simple principle: advice should be built around the client’s interests, not the product being sold.

Welcome to House Mansha.