Morgan Stanley Private Wealth Management


MDM Group

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 MDM Group

We help an elite clientele of global entrepreneurs and their families solve complex financial problems and preserve the wealth they have created.

Welcome

Our Story

Our story begins with a unique global perspective. Our three partners come from three different countries and have all spent their professional lives focused on the needs of international investors. They have developed a deep understanding of the regions in which they work, and have built extensive professional networks. Having worked closely together for over 25 years, they combine their talents to provide comprehensive wealth management services to an elite multinational clientele. 

Our clients are financially sophisticated people with complicated financial needs. Adding our own insights and perspectives to Morgan Stanley’s vast global resources, our goal is to help our clients address the complex, multidimensional challenges of managing significant wealth. We understand the unique needs of highly affluent international clients, and are well-prepared to help them craft highly customized strategies to protect the wealth they have created and support the lifestyles they enjoy.

We look forward to learning more about you and your family, and to discussing how we can help you address your challenges and reach your goals.

Capabilities

  • Open-Architecture Platform
  • Investment Management
  • Manager Selection
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Proprietary Investment Opportunities
  • Philanthropy Management
  • Risk Management
  • Family Governance & Wealth Education


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

Our Clients

We serve a global clientele of approximately 100 highly accomplished individuals and institutions, helping them manage over $3 billion* in assets. Virtually all of our clients make their homes, and lead substantial enterprises, outside the United States. They are intelligent people with complex financial needs that often require sophisticated solutions. Our role is to coalesce all of the insight, resources and expertise needed to create and implement those solutions. Serving as their dedicated advisors in the United States, we work to help our clients address their most complex financial challenges, protect the wealth that they have created and, ultimately, achieve success on their own terms.

Relationships by Region:
North America
Caribbean/Latin America
Europe
Israel

Relationships by Industry:
Entrepreneurs
Senior Executives
Family Offices & Foundations
Financial Institutions

*as of Dec 2017


Our Philosophy

Our approach to wealth management is driven by your needs. We take the time to understand what you are trying to accomplish, what you have to work with and what obstacles stand in your way. Then we create customized solutions designed to help achieve your objectives. In order to deliver on a solutions-oriented approach to wealth management, we believe you need to have more than a single solution at your disposal.

Drawing on our diverse backgrounds as institutional investors, we can explore derivatives solutions or FX strategies, create proprietary portfolios or provide access to carefully vetted long-only and alternative managers on Morgan Stanley’s vast open architecture platform. Supplementing our own experience and regional knowledge, we can call upon the extraordinary intellectual capital of our firm and our professional networks. We can call in experts on tax, trust and estate planning, philanthropy management, family dynamics, wealth education and a broad variety of other wealth management services.


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

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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

Awards Disclosures