Wealth Management

Private Wealth Management

Our world-class talent and global resources are among the most sophisticated and extensive available.

Morgan Stanley Private Wealth Advisors address our clients’ most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning family governance structures and estate plans with their values and hopes for future generations, to connecting them with our investment bankers and capital markets specialists. We begin with gaining an in-depth understanding of every client’s specific needs and objectives. Then we tailor a wealth management approach that considers all of their goals—for their investments, and for their lives.

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Our commitment to our clients is founded on five principles:

  • CONFIDENCE in a business that has navigated nearly 80 years of market cycles
  • ACCESS to Morgan Stanley’s brightest people and best resources
  • An exclusive FOCUS on wealthy individuals, families and foundations
  • Objective solutions for your family’s needs that reflect our INSIGHT into the complex financial world
  • The highest levels of PERSONAL SERVICE by serving a limited number of clients per advisor

"Since Morgan Stanley's founding 80 years ago, one of our most distinctive values has been 'doing first class business in a first class way.' Morgan Stanley Private Wealth Management further demonstrates this value—and delivers our firm to successful executives and entrepreneurs, their families and foundations.” — Eric Benedict, Head of Morgan Stanley Private Wealth Management

Extensive Capabilities

Our world-class talent and global resources are among the most sophisticated and extensive available. Our Private Wealth Advisors use rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation. Those capabilities include:

Private Wealth Management at a Glance

  • Over 350 Private Wealth Advisors located across 8 dedicated Private Wealth Management branches and over 80+ Wealth Management branches in the US2
  • Special focus on individuals and families with $20 million+ in investable assets
  • Boutique division providing highly customized solutions and tailored wealth strategies Team coverage with intensive client service
  • Direct firm wide access to analysts, strategists, traders and investment bankers
  • Objective and consultative approach with one of the largest third-party platforms as well as an extensive Morgan Stanley proprietary platform
  • Comprehensive wealth management approach with an expertise in complex financial structuring, tax/estate strategies and family office services such as philanthropy and family governance
  • Exclusive client events and educational programs for small groups of ultra high net worth individuals

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