Morgan Stanley Private Wealth Management


The Bieber Group

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The Bieber Group

Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.

Welcome

Our Story


For nearly three decades, we have worked with some of the world's most prominent entrepreneurs, executives and professionals, as well as their families, foundations and institutions. We are intimately familiar with the requirements of managing great affluence, and we have exceptional resources at our disposal. In essence, we have optimized our practice to help people like you and your family.

Combining our own experience and perspective with the expansive capabilities of Morgan Stanley, we help you address the many complex, multigenerational challenges of managing your wealth. All of us are focused on providing you and your family with the knowledge you require, and the attentive and unfailingly competent service you deserve.

We are honored to serve a select group of extraordinarily interesting and dynamic people. We look forward to the day you and your family are among them.


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

Capabilities

  • Family Governance & Wealth Education
  • Comprehensive Wealth Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Risk Management
  • Philanthropy Management

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.

Our Clients

Clients

Our clients are successful individuals who take great pride in their accomplishments, and expect equally high standards of excellence from their advisors. Our team is dedicated to meeting and exceeding their expectations… working to help each client preserve and grow their wealth while pursuing their ultimate financial goals. We value each relationship and strive to reward the trust our clients have placed in us.

RELATIONSHIPS BY INDUSTRY

35% - Foundations/Endowments

25% - Business Owners/Entrepreneur

20% - Corporate Executives

10% - Sports/Entertainment Professional

10% - Medical/Healthcare

RELATIONSHIPS BY SIZE

 30% - $0-5 million

 25% - $5-10 million

 20% - $20-100 million

 15% - $100-500 million

 10% - $10-20 million

Awards

David Bieber has been named to the Forbes Top 200 Wealth Advisors List and the Barron’s Top 1,200 Advisors list for 2016.
Previous awards include:

  • Barron’s Top 1,200 Advisors for 2015
  • Financial Times Top 400 Advisors for 2015
  • Barron’s Top 100 Financial Advisors list for 2015
  • Barron’s Top 1,200 Advisors for 2014
  • Financial Times Top 400 Advisors for 2014
  • Barron’s Top 100 Financial Advisors list for 2014
  • Barron’s Top 1,200 Advisors for 2013
  • Barron’s Top 100 Financial Advisors list for 2013
  • Barron’s Top 1,200 Advisors for 2012
  • Barron’s Top 100 Financial Advisors list for 2012
  • Barron’s Top 1,200 Advisors for 2011
  • Barron’s Top 100 FinancAdvisial ors list for 2011
  • Barron’s Top 1,200 Advisors for 2010
  • Barron’s Top 100 Financial Advisors list for 2010


Location

Location

  • 1290 Ave Of Americas, 12th Fl
  • New York, NY 10104


    Meet the Professionals

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    We invite you to contact us.

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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.

    Awards Disclosures