Wealth Management Solutions

Investment Management

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

Wealth Transfer & Philanthropy

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

Cash Management & Lending

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

Family Governance & Legacy

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.

Signature Access

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

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 look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

Dow    86.52

26743.5
4:54PM

Nasdaq    -41.27

7986.96
5:15PM

S&P 500    -1.08

2929.67
4:54PM
Market Information Delayed 20 Minutes