Morgan Stanley Private Wealth Management


Ilan Segev & Amy Steigerwald

Contact Us
Ilan Segev & Amy Steigerwald

Our team mission is to deliver an exceptional level of service and advice by leveraging our extensive experience and resources to best meet our clients’ unique objectives and goals.

Welcome

Welcome

Our goal is to help you preserve and grow your financial and social capital so that you may have the greatest positive impact for generations to come.

Private Wealth Management is a boutique group within a global firm, optimized to serve ultra-high-net worth individuals, families, foundations and institutions. As PWM Advisors, we deliver an unrivaled experience, providing bespoke advice and leveraging the resources of the Morgan Stanley franchise in a family office approach.

We combine our own talents and experience with the vast global resources of the firm to address the wealth management needs of our clients.  We take a holistic approach in constructing customized strategies, in conjunction with utilizing  tailored tax & estate strategies, to help preserve and benefit from market fluctuations.  We look forward to learning more about you, your unique goals, and discussing the resources we can make available to you.

Capabilities

  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Sustainable & Responsible Investing
  • Investment Management
  • Risk Management
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Open-Architecture Platform
  • Proprietary Investment Opportunities
  • Consolidated Reporting
  • Corporate Services


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

Our Clients

Clients

Our team serves a select group of successful entrepreneurs, venture capitalists, executives, institutional and private investors from around the world by working directly with clients, their family offices, foundations and endowments.  We act as a single point of contact, delivering the firm’s resources, access to opportunities, and intellectual capital to help you meet your complex wealth and investment management needs. We adhere to a disciplined, client-focused investment process to develop and understand our clients’ investment objectives, risk tolerance, liquidity needs and individual circumstances & opportunities.

Philosophy

Philosophy

We are committed to the highest standard of integrity, dedication, and excellence in our relationships with our clients.  We strive to fully understand our clients’ objectives and aspirations.  Collaboratively, we develop a customized wealth management plan that incorporates investment strategy, coupled with a comprehensive tax, estate, and legacy strategy with unbiased investment execution.  The end result is a wealth management plan individually tailored to help meet our clients’ unique objectives in an evolving market environment.

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

Location

Location

  • 125 High Street
  • 22nd Floor
  • Boston, MA 02110


    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.

    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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