Morgan Stanley Private Wealth Management


The MGG Group

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The MGG Group

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.

Welcome

Welcome Message

The MGG Group is a tightly knit team of seasoned professionals who combine complimentary skill sets to help highly affluent families and individuals address the challenges of managing their wealth. Collectively, our team has extensive experience: constructing customized investment portfolios, helping create multigenerational estate planning structures (both before and after a liquidity event), establishing private Family Foundations and Donor Advised Funds, as well as working closely with our investment banking colleagues to provide institutional solutions.

Our primary goal is to protect our clients’ interests by helping them make informed decisions regarding all of their investment and wealth management needs. We are highly focused on delivering our clients the full breadth of financial solutions (e.g. trust and estate planning, tax planning, corporate executive services, philanthropy, family governance, lending and insurance) through an integrated approach with our internal subject matter experts alongside our clients’ trusted estate and tax advisors. We recognize that asset location, titling of assets and overall structure of accounts, plays an extremely impactful role on our clients’ long-term goals.

We look forward to learning more about your specific needs and aspirations, and discussing the resources and solutions that we can bring to bear for you.

 


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

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.

Global Franchise

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:

  • Morgan Stanley Wealth Management 
  • Institutional Securities Group
  • Investment Management

Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.  

Morgan Stanley Franchise Power
  • $2.1tn in client assets under management1
  • Morgan Stanley reported revenues of $9Bn1
  • Nearly 56,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1
  • $202Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2


1
Unaudited. As of December 31, 2016, Morgan Stanley Quarterly Financial Supplement 4Q 2016
2MorganStanley.com/InvestorRelations

Clients and Philosophy

Clients

We serve as investment advisors and advocates to a select clientele of highly accomplished individuals, families, family offices and foundations. Some of our clients are still actively involved building the enterprises that created their wealth. Others are the guardians of legacies that have already endured for generations. They all tend to be active in their communities, spending significant amounts of time focused on family and philanthropic endeavors. That leaves little time to focus on managing their personal wealth. Our role is to help them develop comprehensive strategies to protect their assets and simplify their financial lives, leaving them free to enjoy the rewards of their success.

Philosophy

With our primary goal being to protect our clients’ interests by helping them make informed decisions regarding all of their investment and wealth management needs, our guiding principles are quite simple. We treat our clients like we would want to be treated if we were in their position. We serve as their advisors and advocates, sitting on the same side of the table in all matters. We maintain full transparency in our own dealings. Our goal is to build long-term relationships based on mutual trust and respect, preferably with every member of our client families. That often includes working with the younger generations of our client families, assisting with family governance issues and financial education.


Location

Location

  • 100 Front St., Suite 600
  • West Conshohocken, PA 1.94283e+008


      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.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

      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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