Morgan Stanley Private Wealth Management


Mehrak Aliaskari

CFP, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director

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Mehrak Aliaskari

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

Welcome

Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents 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 businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.

Capabilities

  • Comprehensive Wealth Planning
  • Investment Management
  • Family Governance & Wealth Education
  • Pre-Liquidity Planning
  • Open-Architecture Platform
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, ID, LA, MD, MI, NJ, NY, OH, OK, PA, SC, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures


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

Philosophy

Philosophy

OUR CLIENTS

We work with an extraordinary group of affluent families, helping them create and implement comprehensive wealth management plans to address their specific needs, challenges and aspirations. While investment strategy tends to form the foundation of these relationships, our involvement often encompasses a far broader spectrum of our clients’ financial lives.

Our clients are highly successful, financially sophisticated people who often lack the time to address the myriad of challenges of managing significant wealth. We serve as their trusted advisors, helping them understand their choices, determine courses of action and implement their strategies.   

OUR PHILOSOPHY 

We believe that every sound investment strategy begins with a thorough understanding of a client’s balance sheet, current situation, and future goals. This understanding then guides the development of a highly customized wealth plan. In our role we are committed to learning everything about our clients lives so that we can deliver a unique client experience that will address all of their financial needs.

In addition to our own expertise, we leverage the insights of the Morgan Stanley Global Investment Committee, proprietary research, and our Wealth Strategies Group for help in creating and implementing strategies for each of our unique client situations. In combining our experience with the best thinking of a global financial leader, our goal is to create an overall strategy that protects your wealth, supports your lifestyle, and enhances your legacy for generations. We are committed to working with our clients outside advisors including CPA’s, estate attorney, as well as any other trusted advisors.

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.

Client Service Team

Client Service Team

Mehrak Aliaskari


Private Wealth Advisor

Mehrak Aliaskari’s primary objective is to help clients of Morgan Stanley Private Wealth Management create strategies to grow, protect and distribute wealth in the most efficient manner. Believing that sound financial advice must begin with a detailed financial planning base, Mehrak obtained the designation of Certified Financial Planner CFP®, awarded by the Certified Financial Planner Board of Standards.

Through personalized wealth evaluation, he is able to confidently prepare our clients as they approach various life milestones, helping them understand the risks and returns required to meet their goals. 
 
Mehrak believes that the adversity he has overcome in his lifetime allows him to look at our clients’ situations from a different perspective, with an inherent belief that preserving the wealth they have built is the first priority. When Mehrak was young, his father had the foresight to leave a prominent position as a fighter pilot in Iran and move his family to the United States and start over for a chance at a better life for his kids. Not willing to waste the great opportunity that his parents sacrificed to give him, Mehrak worked his way through college at George Mason University where he earned his Bachelor of Science degree in Finance. At the same time, he interned at Merrill Lynch, where he rose up through the ranks to become a Private Wealth Advisor within the exclusive Morgan Stanley Private Wealth Management. 


Mehrak resides in Fairfax, Virginia with his wife, Alexandria, and three children. Mehrak and Alexandria are excited to raise their kids in the beautiful and historical Washington, D.C. area that Mehrak has been proud to call home for over 20 years.

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, ID, LA, MD, MI, NJ, NY, OH, OK, PA, SC, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures

Corinne Heiberger


Senior Registered Associate

Corinne Heiberger provides clients with personalized services that foster strong client relationships.  She works to develop an individualized prospective into each client’s experience while gaining insight into the client’s present and future needs. Corinne provides the operational support for clients with a focus on the specialized needs of ultra high net worth individuals and families.  She executes account maintenance and inquiries, advances and refines performance reports, handles the operational inception of alternative investments, assists with banking solutions, and supports marketing initiatives for clients and prospective clients.   

Corinne began her career at Morgan Stanley in 2012 and holds her Series 7 & 66 licenses.  She is a graduate of George Mason University, where she received a Bachelor of Arts, with dual majors in Economics and Dance.  While attending George Mason, she was an active member of the Mason Dance Company.  As a new resident of Adams Morgan, Corinne enjoys being outdoors exploring the local trails, trying out new restaurants and coffee shops, as well as taking in the latest exhibits at the many museums throughout the city.

Location

Location

  • 1747 Pennsylvania Ave NW
  • Suite 900
  • Washington , DC 20006


    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 Mehrak Aliaskari today.

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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

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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.

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    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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