Morgan Stanley Private Wealth Management


The Opus Group

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The Opus Group

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

Welcome

Welcome

As the demands of your family grow and evolve, you need an advisory team with the knowledge, experience and sophistication to meet your increasingly complex wealth management needs. At the Opus Group at Morgan Stanley Private Wealth Management, we have the capability and confidence to help you address the challenges that come with significant wealth to create a durable family legacy.

We work with a select group of highly successful business owners, entrepreneurs, corporate executives and their families. Our responsibility is to develop a clear picture of your goals, values and aspirations for your wealth and to create a personalized wealth management plan that helps you achieve and protect the outcomes you envision. With this level of customization, every client relationship is unique, and we bring both vigilance and flexibility to our relationship with you to help ensure your wealth strategy is continually aligned with what is important to you, even as life unfolds or priorities change.

Our capabilities span the entire wealth cycle, from pre-liquidity planning and insurance strategies to succession planning and the full suite of family office services. Our mission is to provide objective, high-quality wealth management advice and solutions that help you simplify your life, freeing you to pursue your passions and enjoy the wealth you have created. 

Capabilities

  • Corporate Stock Plans
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Sustainable & Responsible Investing
  • Philanthropy Management


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

Our Clients

Clients

Based in San Francisco, we serve a select group of clients in the Bay Area, Silicon Valley and across the country. We work with highly successful business owners, entrepreneurs, corporate executives and their families, assisting them with wealth enhancement, wealth transfer, wealth protection and charitable giving.

While our clients each have a unique wealth creation story, they all have one thing in common—they recognize the value of leveraging our depth of knowledge and experience to help them achieve their most important life goals. 

Philosophy

Philosophy

As Private Wealth Advisors, we view asset allocation and investments as just one of the essential tactics in a comprehensive wealth management strategy designed to help you achieve your most important life goals. For us, wealth management comprises three key elements:

Basic planning addresses your fundamental financials needs: cash flow, concentrations of risk and investment consulting

Advance planning addresses your more complex financial needs: wealth enhancement, wealth transfer, wealth protection and charitable giving

Relationship management involves connecting the resources and people necessary to bring your strategy to life:

-       Understanding and meeting your critical needs through a consultative process
-       Assembling and managing a network of financial experts
-       Working effectively with other professional advisors, such as your attorneys and accountants

Before we can help you develop that comprehensive strategy, we need to know what makes you tick and what drives you to succeed. With every client, we perform a thorough discovery that helps us understand the lifestyle and luxury you aspire to, both now and in the future.

We also believe education is a critical component of informed decision-making, so we focus on combining the intelligence of the firm with our own insights to put everything into a language you can understand.

Location

Location

  • 555 California St, 35th Floor
  • San Francisco, CA 94104


    Approach

    Approach

    8708849-PWM Advisor Site Proccess Chart r1.jpg

    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.

    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

    Meet The Opus Group

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    Ready to start a conversation? Contact The Opus Group 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.

    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.

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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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