Wealth Management Solutions

Investment Management

With an open-architecture platform and access to the vast resources and intellectual capital of the firm, our experts help you create and implement precisely tailored investment strategies.

Wealth Transfer & Philanthropy

Experts in tax, trust and estate planning and philanthropy management are available to help you transfer wealth efficiently and help create an enduring legacy.

Cash Management & Lending Solutions

Cash management and lending solutions are designed to help you pursue your personal and professional objectives.

Family Governance & Wealth Education

Experts in family governance provide counsel on using wealth to empower family members, rather than foster attitudes of entitlement, while professional educators teach younger generations how to manage the legacy they will receive.

Lifestyle Advisory

A broad range of specialty services are available to enrich and enhance the health, safety and comfort of affluent families, from private aviation, personal security, art advisory and household staffing, to private health advisory services.

Business Services

From stock plans to retirement plans, corporate cash management to investment banking, we deliver the resources of Morgan Stanley to support the success of your enterprise.

We invite you to contact us.

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