Morgan Stanley

Private Wealth Management

An exclusive boutique leveraging the Firm’s global financial resources and delivering bespoke, comprehensive solutions to individuals and families of significant means.

Find a Private Wealth Advisor

A CULTURE OF EXCELLENCE

Expect a higher standard of care. Our 250 dedicated advisory teams deliver on a firm-wide commitment to help you preserve and grow your financial, family and social capital.

Learn About Our Mission

A CUSTOMIZED APPROACH

Make complicated decisions confidently. Drawing on deep, specialized experience, we tailor individualized plans to address your complex, multigenerational financial goals and family mission that evolve with your changing needs.

Learn About Our Capabilities

Ideas & Insights

Hear from renowned thought leaders and engage in substantive discussions with peers at exclusive client events. Explore timely intellectual capital to keep you engaged, informed and inspired.

Discover New Ideas

A Culture of Excellence

Dedicated to doing first class business in a first class way, we provide access to the vast resources of a global financial leader with the personalized attention of an exclusive wealth management boutique.

Focused specifically on the needs of entrepreneurs, executives, families and family offices, we help you protect and grow your assets, enhance your lifestyle and create an enduring legacy.

"When it comes to steering wealth that spans generations and continents, you face both exceptional challenges and exciting opportunities."

Mandell Crawley, Head of Private Wealth Management


A Customized Approach

Your unique goals, preferences and family dynamics are what matter to us. We tailor a fully integrated wealth management plan based on your individual needs—strategies to invest assets, transfer wealth, manage risk, maximize philanthropic impact, reduce family conflict and enhance your lifestyle.

OFFERING COMPREHENSIVE CAPABILITIES

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Growth

Powerful resources to align your investment strategies with your goals across multiple wealth structures: Gain access to alternative investment opportunities, portfolio analytics and innovative cybersecurity protection within an open architecture platform.

Explore Some of Our Investment Insights
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Legacy

Personalized planning to help you secure an enduring legacy: Harness our specialized resources in trust and estate planning, family governance, wealth education, family office management and philanthropy management.

Gain Insights from Our Professionals
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Lifestyle

Enhance your evolving lifestyle with our tiered complimentary loyalty program featuring exclusive offers from 60+ premium brands, curated content from thought leaders, and world class concierge services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more.

Learn About Our Client Loyalty Program
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Connectivity

Broaden your connectivity to Morgan Stanley’s institutional resources, financial analysts, private bankers, thought leaders and fellow clients: Exclusive access to networking experiences, cultural events and renowned intellectual capital.

Meet Some of Our People

Please contact us to learn more.

 

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.