Morgan Stanley Private Wealth Management


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The BHP Group

We help affluent families address the complexities of significant wealth and create the greatest impact for generations to come by combining our global perspective with a personalized approach.

Welcome

Our Story

Morgan Stanley Private Wealth Management (PWM) is a boutique advisory group catering exclusively to the needs of ultra-high net worth individuals, families and foundations.  Within PWM, the Breitenecker Hart Piniros Team strives to simplify and solve our clients' most important financial challenges with a constant eye toward their life-long aspirations.  With over 80 years of combined experience and tenure at Morgan Stanley, we are positioned to deliver highly customized client service, drawing on the deep relationships we develop with our clients and their families.

We look forward to learning more about your goals and demonstrating how we can help you achieve them through fully customized wealth management solutions.

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Capabilities

  • Comprehensive Wealth Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Open-Architecture Platform
  • Risk Management
  • Family Governance & Wealth Education
  • Sustainable & Responsible Investing
  • Corporate Services


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

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.

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

Global Franchise

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:

  • Morgan Stanley Wealth Management 
  • Institutional Securities Group
  • Investment Management

Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.  

Morgan Stanley Franchise Power
  • $2.1tn in client assets under management1
  • Morgan Stanley reported revenues of $9Bn1
  • Nearly 56,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1
  • $202Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2


1
Unaudited. As of December 31, 2016, Morgan Stanley Quarterly Financial Supplement 4Q 2016
2MorganStanley.com/InvestorRelations

Philosophy

Philosophy

The Breitenecker Hart Piniros Team offers fully customized wealth management solutions and advice, precisely suited to the individual objectives of each of our clients.  By leveraging the extraordinary breadth of firm-wide expertise and resources, we apply our unique global perspective to develop sophisticated strategies for our clients to protect and grow their assets, transfer wealth to future generations, and define their philanthropic legacies.  Combining Morgan Stanley’s world-class investment platform with our team’s depth of knowledge across asset classes, including alternative investments, foreign exchange, and impact investing, to name a few, we are able to access the best investment solutions for our clients in an ever-changing global market.

Central to our business is our commitment to simplify financial complexity for our clients with the goal of providing clarity and control.  We employ a truly personalized and holistic approach that speaks directly to clients and their family’s needs.  Quarterly reviews with our team and daily access to dedicated client service associates provide our clients with ease of access, while allowing us the opportunity to work with clients on executing their comprehensive financial plans.  We frequently access the expertise of our firm in estate planning, family governance and philanthropic giving to facilitate conversations and address some of the most challenging topics faced by families with significant wealth.

Our Clients

Clients

We work with a small number of highly successful entrepreneurs, executives, families and foundations around the world.  While our clients reside in Europe, the Middle East and throughout the United States, their wealth management needs share much in common. Most have built successful enterprises, many have sold them, but they all tend to share a similar global view.  Our clients believe that no region has a monopoly on opportunity and that global diversification is essential to their long-term success.  They come to us not only for our expansive resources and capabilities, but also for the worldwide perspective that our clients themselves help us derive through our daily interactions.  Our ability to deliver unparalleled service and client support enables us to serve as a virtual family office for our clients while delivering objective solutions to the complex financial challenges presented by our uncommonly diverse clientele.

Location

Location

  • MS Global Headquarters
  • 1585 Broadway
  • New York, NY 10036


    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.

    More From Morgan Stanley

    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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