Morgan Stanley Private Wealth Management


The Seminara Group

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The Seminara Group

A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.

Welcome

Welcome,

The Seminara Group at Morgan Stanley Private Wealth Management helps highly successful individuals, families, and institutions manage their finances. The group consists of nine financial professionals whose main purpose is to enhance and preserve the financial condition of an exceptional group of clients.

Our core competency is risk management and understanding the requirements of managing and preserving wealth. Our team is carefully constructed from a combined 60 plus years of financial experience with each member providing an area  concentration within our core competency.* Our experience, combined with the full backing of the vast resources of one of the world’s greatest global financial institutions, is what empowers our team to provide you, your business, and your family with the attentive and competent service you deserve.

It is our honor to serve a select group of extraordinarily interesting and dynamic people. I look forward to the day when you and your family are among them.

Sincerely,

Frank P. Seminara
Managing Director
Private Wealth Advisor 

*Footnote:
Frank Seminara 1995 – Present, Robert Knorr 1991 – Present, Peter Seminara 1997 – Present

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

8708849-PWM Advisor Site Proccess Chart r1.jpg

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 300 Campus Dr, 4th Fl
  • Florham Park, NJ 7932


    Our Clients

    Clients

    Our clients consist of leaders in various industries including real estate, finance, pharmaceuticals, medical and professional sports. We maintain private client and corporate relationships in 25 states and access Morgan Stanley offices in each of these locations.  

    We are truly vested in our clients and their businesses. By understanding their industries' and interests we have made introductions within our practice, which have led to successful relationships.

    Managing and growing relationships through prudent investment practices and an intimate “know your client” philosophy have been the key drivers of our success since 1996. While asset management is our core competency, we recognize it is only one component in the wealth management process. To that end, we have created a formidable team in the fields of retirement planning, trusts and estates, wealth succession planning, lifestyle advisory and charitable giving.

    RELATIONSHIPS BY INDUSTRY

    35%

    Entrepreneurs/ Business Owners

    20%
    Real Estate Professionals

    20%
    Corporate Executives

    15%
    Medical/ Pharmaceutical

    10%
    Professional Athletes
     
    RELATIONSHIPS BY SIZE

    25% 
    $10- 50 Million

    25% 
    $5-10 Million

    20% 
    $2-5 Million

    15% 
    $50-100 Million

    10% 
    $100 + Million

    5% 
    $2 Million and below

    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1594390 10/16

    Awards Disclosures