Morgan Stanley Private Wealth Management

EH2 Group

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EH2 Group

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



At the EH2 Group, we focus on providing customized advice to successful families, individuals and institutions. Our clients have built companies, given back to their communities, raised families and accumulated a considerable amount of wealth along the way. Our goal is to help each one of them address the complex financial issues that come with their financial success, so they can focus on the people, institutions and activities that enrich their lives.

Combining our own experience with the vast resources of Morgan Stanley Private Wealth Management, we provide access to an extensive range of financial management capabilities. We have the talents and tools needed to help you create and implement a comprehensive wealth strategy to support the life you want to live, and leave behind a legacy that will endure for generations.

We’re here to help you address the myriad challenges of managing your wealth, so you are free to enjoy its rewards.


  • Comprehensive Wealth Planning
  • Retirement & Pension Plans
  • Family Governance & Wealth Education
  • Corporate Services
  • Investment Management
  • Risk Management
  • Sustainable & Responsible Investing
  • Philanthropy Management

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



The EH2 Group has more than 60 years of cumulative investment knowledge. During that time, we have weathered varied market cycles and have learned valuable lessons that form the foundation of our investment approach. We have distilled our experience into five core principles that we strongly believe in.

Have a plan
Regardless of how much money you have, we always start by making a comprehensive wealth plan that includes an understanding of your assets, liabilities, cash flow, income needs, investment preferences and more. After this foundation has been established, we can begin providing specific advice customized to your situation.
Taxes and fees matter
Just like your paycheck, your take-home return on your portfolio can be significantly affected by taxes and fees. We are open about the fees you’ll pay, and we proactively seek to increase your tax efficiency and maximize how much you keep.

To help your portfolio weather the market’s fluctuations, we invest across a broad range of asset classes and market sectors.

Be opportunistic
We take advantage of our affiliation with Morgan Stanley to pursue alternative investments and private equity opportunities when suitable, in order to build world-class portfolios for clients.

Think long-term
As part of the planning process, we determine the rate of return you’ll need to meet short-term obligations and long-term goals. Then we craft a portfolio designed to achieve this target rate of return.



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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



  • One Tower Bridge
  • 100 Front Street; Suite 600
  • W. Conshohocken, PA 19428

    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.


    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 .

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    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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