Private Wealth Management for Entrepreneurs

With extensive Private Wealth Management and institutional capabilities, we provide access to the knowledge needed to help grow and monetize your business, and to address the complex challenges of each significant entrepreneurial wealth stage.

Tailored Solutions for Your Unique Needs

Your Private Wealth Advisor can provide you with the resources to help preserve your wealth across generations and leave an enduring legacy.

Forming a Business
  1. Seek to expand your network of potential investors and establish core advisory relationships.

Early, Mid and Late-Stage Financing
  1. Determine a business succession and/or estate plan encompassing your enterprise. Secure access to liquidity for personal and business needs.

Preparation for Liquidity Round
  1. Assess monetization strategies, including public vs. private sales, and/or establish a business succession plan that includes the disposition of your company after you are deceased.

Post-Liquidity Planning
  1. Create and implement plans to diversify concentrated equity positions and restructure your assets to help generate liquidity to support your lifestyle while pursuing multigenerational goals.

Wealth Management Strategies for Entrepreneurs

Navigating the Emotional Transition of Selling a Business
Preparing for life after the sale of your business involves reflecting on your success and setting goals for the future.

Explore More of Our Specialized Solutions

Monetizing a privately held company requires seamless coordination of your personal wealth management and business monetization strategies.
Gaining significant wealth at a young age presents a unique set of challenges. Your Morgan Stanley Private Wealth Advisor can prepare the next generation to take advantage of financial opportunities and acquire the leadership skills to take on new roles.

Private Wealth Management

Help realize your vision with custom advice, a personalized approach, and first-class service from your Morgan Stanley Private Wealth Management team.