Morgan Stanley Private Wealth Management

Blue Rider Group

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Blue Rider Group

A boutique advisory within a global firm, the Blue Rider Group focuses on serving prominent collectors, artists, foundations, museums, and non-profit organizations.


About Us

The Blue Rider Group provides financial advice to prominent collectors, artists, foundations, museums and non-profit organizations.

We leverage an open architecture investment platform to construct customized equity and fixed income portfolios to address the needs of each client. The Blue Rider Group is also committed to sustainable and impact investing. We actively incorporate strategies that utilize environmental, social and governance criteria to make investment decisions, helping create positive change and drive investment returns.

In addition to addressing our clients' financial needs, we facilitate introductions between collectors, raise awareness about organizations and help support projects that strengthen the art community. We are passionate about art and the community of people involved in making, curating, acquiring and caring for it.


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


  • Experience structuring customized equity and fixed income portfolios to help satisfy the diverse investment goals of a global client base
  • Tailored asset allocation according to risk tolerance, intended to complement overall balance sheet
  • Research-based, open platform, access to top tier managers and vehicles to best express our clients’ views
  • Flexible vehicle selection with a focus on separate accounts; also utilize passive strategies, sustainable investment vehicles and alternative investments, where appropriate  
  • Tax-efficient strategies to shift wealth to future generations
  • Guidance on legacy planning, foundation feasibility and design
  • Supplement complex estate planning recommendations with life insurance analysis and implementation

  • Advise on nonprofit structure, operations, and budgeting; tailoring vision to match resources and creating financial vehicles to sustain activities
  • Focus, support, and scale programmatic endeavors, identifying partner institutions if relevant
  • When appropriate, help refine organization governance by identifying and engaging new board members

  • Clients benefit from relationships in the art community we have built over decades - we provide access to best in class advisors, lawyers, accountants, dealers, insurance brokers, auction house representatives and logistics providers
  • We facilitate introductions to relevant collectors and institutions
  • The Blue Rider Group does not charge fees or commissions for advisory services

  • We work with our clients to select and pursue philanthropic causes, while measuring and maximizing their impact
  • We incorporate our clients’ philanthropic interests into their broader financial plans
  • We raise awareness to support projects and initiatives of non-profits in arts and culture

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



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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.

In the Press



  • 399 Park Avenue
  • 23rd Floor
  • 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.

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