Morgan Stanley Private Wealth Management


The Huhn | Mahoney Group

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The Huhn | Mahoney Group

We help highly accomplished executives, entrepreneurs, and venture capitalists protect and enhance their wealth within an intelligent, tax-sensitive framework.

Welcome

Welcome

Our clients understand the power of transformative ideas in the hands of capable people. That’s how they created their wealth: either by running successful enterprises, or creating them from scratch. When the time comes to think about a long-term plan for their wealth, an income strategy for retirement, or diversifying the concentrated equity positions they have amassed, they call on us. Technically, this involves modeling various investment strategies, but what we think it’s really about is modeling different visions of your future. Our goal is to understand what you really want out of life, then to create the plan needed to support that vision. 

To implement these plans, we draw on deep experience in asset allocation and portfolio management; pre-IPO and pre-M&A financial planning; and helping implement your tax, trust, and estate strategies. Combining our own talents and perspectives with Morgan Stanley’s vast global resources and advanced open architecture platform, we help our clients develop truly comprehensive wealth management plans based on their needs and aspirations. Given the nature of our clientele, this often involves strategies to diversify concentrated equity positions and substantial option compensation in a manner that is both tax-efficient and sensitive to IRS and SEC regulations.

We look forward to learning more about you and your family, and to discussing how we can help you realize your ambitions.

Capabilities

  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Investment Management
  • Risk Management
  • Hedging Strategies
  • Proprietary Investment Opportunities
  • Open-Architecture Platform
  • Manager Selection
  • Sustainable & Responsible Investing
  • Philanthropy Management
  • Family Governance & Wealth Education


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

Philosophy

Philosophy

We believe that wealth management plans are only successful if they provide effective answers to your most important financial questions:

  • Is your lifestyle sustainable, and will it remain so if you retire or sell the business?
  • Are you taking on too much risk? Not enough?
  • Are you too concentrated in your company’s stock and, if so, how can you diversity that position efficiently within IRS and SEC rules?
  • How can you transfer wealth to your children and grandchildren without paying more than your fair share of taxes? Are they prepared to manage that wealth when they receive it?

There is one larger question that has the power to wipe away sound answers to all of the others. Do all of your plans go out the window if another financial crisis hits?  Over the course of your lifetime, it’s highly likely that there will be economic, political and market events that create significant emotional hurdles.  In our experience, investors who follow a carefully planned set of guidelines have a higher success rate than those who act, or more likely overreact, on their emotions. We have designed an investment approach to help our clients stay the course. Drawing on the vast resources and intellectual capital of the firm, we optimize client portfolios for risk and return, tax, and cost.  Our approach allows us to capitalize on the long term while not allowing temporary activity in the markets to interfere with our decision-making process.

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

The majority of our clients have reached the level of success where managing their personal finances requires greater time, attention and specialized knowledge than they are able to provide.

Their professional commitments consume the greater part of their schedule, and their families, community involvements, and other activities take up the rest. They need solid advice from a seasoned perspective across a broad range of wealth management disciplines. 

We have structured our team around their needs. Each of our partners has a specific wealth planning or investment management focus: fixed income, equities, venture capital and private equity, pre-liquidity planning, and diversification of concentrated positions. Combining our talents and service orientation with the vast global resources of Morgan Stanley, we deliver everything they need to create and implement comprehensive wealth management plans, and to address the broader range of multigenerational challenges created by significant wealth.

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

  • 101 California Street
  • 7th Floor
  • San Francisco, CA 94111


    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.

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