Morgan Stanley Private Wealth Management


The Abacus Group

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The Abacus Group

Our job is to help protect and grow your assets. Our mission is to enrich your life.

Welcome

The Abacus Group

Our clients lead pretty incredible lives. They have built successful businesses, or lucrative Wall Street or entertainment careers. Most come from middle-class families and are in the process of generating serious wealth through their own talent, hard work and willingness to take well-calculated risks. As a result, they have created extraordinary opportunities for themselves and their families, and they are facing complex wealth management challenges. 

Acting as the CFO of their personal financial lives, we work to develop, implement and maintain plans to help our clients protect what they have earned and enjoy the lifestyles they have created. We go all in with every client, working to understand what they need to lead the lives they envision. Then we add our own talents and network to the global resources of our firm to craft a solution that is theirs and theirs alone. We are always thinking about how we can improve our services to better meet their needs, and we never forget that our success is 100% dependent on their trust and satisfaction.

We look forward to learning more about you and your vision of a successful life, and discussing how we can help you achieve it.

 


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

Philosophy

Philosophy

We named our team the Abacus Group for two reasons. First, an abacus is a simple device made of beads and string that is capable of performing very complex calculations. Second, it has endured for millennia and is still in use today. That’s what we are trying to do for our clients. We make the complex simple, and we work to help them build something that endures.

Our approach spans the four pillars of wealth management–assets, risk, liability and lifestyle. In many cases, we look to help them make informed decisions about the first three, so they have better choices when it comes to the fourth.

We serve as speed-dial advisors for our clients, eager to help them sort through any financial matter or help in any other way we can.

  • When appropriate for our clients’ goals and risk tolerances, we take full advantage of Morgan Stanley’s extensive alternative platform to provide clients with access to unique investment opportunities.
  • The Chartered Financial Analysts on our team generate and monitor total net worth statements for each client, inclusive of all their assets and liabilities, whether held at Morgan Stanley or elsewhere.
  • Combining our own network with Morgan Stanley, resources we provide access to the full complement of resources you would expect from an elite family office.
  • We hold regular events to inform, entertain and enlighten our client families. We believe that introducing our clients to each other is one of the most beneficial services we provide.

In The Press

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

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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

  • 399 Park Ave 12th Fl
  • New York, NY 10022


      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.

      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

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