Morgan Stanley Private Wealth Management


Henry G. Stifel III, CFA

Senior Vice President, Private Wealth Advisor, Portfolio Management Director

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Henry G. Stifel III, CFA

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.

Welcome

Henry G. Stifel III, CFA


Henry Stifel joined Morgan Stanley in 1989 and has been a Private Wealth Advisor within Morgan Stanley Private Wealth Management since 1999. 
 
1989-1995: Morgan Stanley Tax-Exempt Securities Division
1995-1999: Morgan Stanley Asset Management Division 
1999-Present: Morgan Stanley Private Wealth Management 
 
As an advisor, Henry and his partners combine talent and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their business and philanthropic enterprises. 

Through a holistic approach that is grounded in investment strategy, Henry and his team cover virtually every aspect of your financial life with the goal of preserving and growing your financial, family, and social capital (risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues). 
 
In addition, due to being a quadriplegic since 1982 and on the board of the Christopher and Dana Reeve Foundation, Henry brings a unique perspective for the financial needs of those with disabilities. Recognizing these unique healthcare challenges, he has established a knowledge base and a network of resources that address many concerns and needs centered around drafting, administering, implementing and managing Supplemental and Special Needs Trusts (SNTs). He and his team truly understand and recognize the importance of how this plays into the financial security of those with disabilities and their families.

Outside of Morgan Stanley, Henry is Vice Chair of the Christopher and Dana Reeve Foundation, and is a previous trustee of The Pingry School.

Henry has a B.S. in Finance from the College of William and Mary, and currently resides in New York City.

Articles: 
Cure, Cure, and Advocacy: The Christopher & Dana Reeve Foundation by Henry Stifel
Estate Planning - Planning for Children with Special Needs

Capabilities

  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Risk Management
  • Hedging Strategies
  • Consolidated Reporting

Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, MT, NC, NJ, NY, OH, OK, PA, VA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1530260


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.

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

Location

Location

  • 1585 Broadway, 21st Fl
  • New York, NY 10036


    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.

    Ready to start a conversation? Contact Henry G. Stifel III, CFA today.

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