Morgan Stanley Family Office

When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.

Powered for More

You receive all the benefits of having access to Morgan Stanley’s full suite of services — with custom solutions designed to power the unique pursuits of your family.

Institutional Operational Support & Unified View of Your Family’s Total Wealth
Our team provides your family with full-service operational horsepower to help alleviate administrative burden. Through sophisticated technology we can provide a unified picture of your entire portfolio.
Curated Approach and Differentiated Access to Investment Solutions
Our investment group can augment your family office by providing fiduciary advice and access to differentiated investment opportunities.
Family Office Service Model Delivered at Scale
Acting as an extension of your family office, our dedicated client management team provides access to our family office community and the vast global resources of Morgan Stanley.
Full-Firm Ecosystem
Morgan Stanley has access to a myriad of specialists to support the multi-faceted challenges of managing significant wealth including estate planning¹, trust services, philanthropy management, family governance, wealth education, tailored lending, and more.

Join Our Community of Family Offices Powered for the Future

Learn more about the power of our family office community.

Holistic Operational Support to Ease Your Administrative Burden

A dedicated team provides services to support your institutional-level operational needs.

Tailored Reporting and Analytics
Our institutional-grade technology and analytics can provide a comprehensive and consolidated view of your portfolio.
Executional Support for Transactions
Our team provides holistic administrative support on your behalf.
Risk Management Across Your Relationship
Our team deploys a rigorous risk management process including holistic monitoring and oversight optimized by the technology infrastructure and cybersecurity measures of Morgan Stanley.

Powering Your Family Office for More

Supported by Morgan Stanley’s financial strength, stability and decades of expertise, our dedicated coverage model, coupled with our institutional-quality technology and investment capabilities, enable us to help you navigate your journey.


Recent Insights

Draw clarity and inspiration from the findings of our economists, analysts and subject matter experts on topics of relevance for family offices.