Private Wealth Management

With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth.

Access to Specialized Services

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 and broaden your connectivity to institutional offerings, financial analysts, industry leaders and like-minded peers for comprehensive, personalized strategies.

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A handle on complexity. Our dedicated advisory teams draw on deep experience to tailor plans that address your financial goals today and evolve with your changing needs.