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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
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  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
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  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
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About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  Leadership
  
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  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.
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  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
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  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
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  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
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WEALTH MANAGEMENT

Lifestyle Advisory by Morgan Stanley

Curated access, integrated guidance and seamless coordination—helping to transform everyday moments into exceptional experiences.

Visuals

Script

Someone looking out at a waterfall

Looking at a telescope up at the stars

Infinity pool scene (travel)

Private library, impressive home tour (real estate)

Safari tour (personal enrichment)

Modern medical care image (health)

INTRO:

Lifestyle Advisory by Morgan Stanley – Curated Access for Elevated Living

Expect extraordinary access.

Lifestyle Advisory provides tailored support to you and your family, guiding your long-term ambitions while attending to the day-to-day details with care.

Private jet boarding

Yacht on open waters

Winery

Exclusive-looking event/concert, red carpet scene

TITLE CARD:

Leisure and Travel

Journey to remarkable destinations while our specialists thoughtfully design every detail. Enjoy private access, bespoke experiences, and the opportunity to attend sought-after events.

Private consultation with a doctor

Sunrise yoga

Special needs child or elderly family member in a wheelchair in a garden

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Health and Wellness

Our dedicated health specialists can help facilitate expedited care and guide you through even the most complex medical needs.

Art gallery with fine art

Vintage family archives

College campus, graduation

Motivational speaker on stage

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Personal Enrichment

Deepen the pursuits that inspire you most. Acquire art that resonates, preserve your family legacy through genealogy, and engage with your passions.

When the time is right, we can assist your children in navigating the college admissions process or support your own professional growth through executive coaching.

Estate grounds aerial view, architectural details

Looking at architectural blueprints and property plans

Scenes of a professional advisor consultation or image around security given the title

TITLE CARD: Real Estate Management and Security

Our real estate and home staffing specialists can help simplify the process of finding your ideal home and staff to fit your needs.

And our bookkeeping specialists work seamlessly alongside your Financial Advisor and CPA to help streamline your financial life.

Scenic horseback riding

Family gathered at a piano or at a meal

Endless possibilities await with Lifestyle Advisory by Morgan Stanley.

CTA, Morgan Stanley End Card

To learn more, speak with your Morgan Stanley Financial Advisor.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Clients should perform thorough due diligence and make their own independent decisions.

The Firm makes no representations regarding the appropriateness or otherwise of the products or services provided by the Service Providers. There may be additional service providers who offer this service, and you may wish to identify such other providers for comparative purposes. If you choose to contact the Service Providers, we recommend that you interview such Service Providers, do thorough due diligence and make your own independent decision. The Firm will not receive a referral fee for referring you to the Service Providers.

The Firm is a diversified financial services company with millions of individual clients, corporations, institutions and governmental clients in several countries around the world. The Firm routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider, its employees or agents, or companies affiliated with the Service Providers.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor on matters involving taxation and tax planning, and their attorney for matters involving trust and estate planning and other legal matters.

© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 5220472 02/2026

Expect Extraordinary Access

Through seamless collaboration with your Morgan Stanley Financial Advisor, Lifestyle Advisory by Morgan Stanley delivers highly personalized support and concierge services—helping you and your family plan thoughtfully, live well and navigate what's next.

Thoughtfully Curated Solutions

Leisure and Experiences

Discover extraordinary travel opportunities, private-access events and aviation and yachting support tailored to your interests and schedule.

Luxury Travel
Experience effortless travel, tailored to your interests and schedule. Specialists design remarkable journeys, from remote adventures to classic safaris to private sailing to European grand tours.
- Bespoke itineraries
- Premium destinations
- Private homes and villas
Tickets and Events
Exceptional events, celebrity appearances, sold-out shows and ultra-VIP packages. Our specialists meticulously curate and coordinate live experiences that become lasting memories.
- Tickets to sold-out events
- VIP packages and private tours
- Elevated hospitality and event coordiation
Aircraft Advisory
Premier aviation solutions, tailored to your family’s needs. We support due diligence, maintenance records, flight hours, insurance and other needs, so you can fly with greater peace of mind.
- Flight charters
- Jet cards and fractional ownership
- Private jet purchases
Yacht Advisory
Enhance your time on the water with guidance that matches you and your family with the right yachting services.
- Yacht leasing and purchasing
- Crew and staff recruitment
- Yacht maintenance and management

Health and Wellness

Navigate health decisions with expedited care, longevity planning and ongoing wellness conversations.

Private Health Advisory and Advocacy
On-call, individualized support from our team of private health advisors to help you better understand medical challenges and access the best specialists and facilities, wherever you are.
- On‑call health advocacy
- Expedited care
- Support navigating challenging medical needs
Longevity Planning
Personalized longevity planning combines nutrition, fitness, private coaching and access to leading wellness destinations to support long‑term vitality.
- Longevity and wellness planning
- Proactive, preventative healthcare
- Bookings with leading wellness facilities
Specialty Care
Working in tandem with cross-specialty physicians, our in-house team delivers tailored care to help you address emerging and complex needs while enhancing your quality of life.
- Coordinated care across specialties
- Extended network of leading practitioners
- Oncology, eldercare and mental health support

Home and Security

Streamline the management of your real estate portfolio with guidance, confidential staffing support, personal and home security services and financial administration.

Real Estate Advisory
Comprehensive real estate advisory services help streamline portfolio changes, offering brokerage support across acquisition, relocation, renovation, leasing and sales.
- Insights on buying and selling
- Guidance navigating the real estate market
- Assistance with leasing and renovation
Personal and Home Security
Reduce risk and simplify oversight with integrated personal and home security services. Specialists help manage everything from cybersecurity to disaster readiness to staff screening to home security audits.
- Personal and residential security services
- Cybersecurity and privacy protection
- Disaster preparedness and safety audits
Home Staffing
Confidential home staffing solutions designed to simplify household recruitment across primary and secondary residences. Specialists help manage the end‑to‑end process, strengthening retention and reducing the complexities and risks of domestic employment.
- Confidential recruitment
- Support to streamline home operations
- Staffing cost and risk reduction
Bookkeeping
Dedicated finance specialists work with your Financial Advisor and CPA to streamline complex personal finances, monitor cash flow and manage expenses and taxes.
- Bill pay and expense management
- Custom cash flow reporting
- Coordination with your CPA and Financial Advisor

Pursuits and Enrichment

Deepen lifelong interests and define your next chapter with individualized support across art, higher education, professional growth and genealogy.

Art Advisory
Whether you’re new to collecting art or an experienced owner, our art resources provide comprehensive guidance and support across purchasing, maintenance, philanthropy and estate planning.
- Art advisory and collection planning
- Philanthropic and estate planning strategies
- Ongoing collection management
Hobbies and Passions
Embark on a new chapter or continue a lifelong pursuit with curated, unique opportunities that let you explore and deepen your interests.
- Guidance for new pursuits
- Curated opportunities
- Connections to leaders in the field
Genealogy
Uncover your family history with our network of leading researchers and genealogists, who can help you discover untold stories, engage your heirs in family history and preserve your legacy for generations to come.
- Direct connections with leading genealogists
- Archive and artifact management services
- Storytelling support from historians, authors and filmmakers
Higher Education Consulting
With firsthand experience at some of the country's top educational institutions, our admissions specialists can help guide you through every phase of the undergraduate, graduate and private-school application process.
- School selection
- Interview and test preparation
- Application strategy
Executing Coaching and Placement
Access thoughtful executive coaching and career placement, with specialists who help identify growth opportunities and navigate complex career transitions. Through in‑depth discovery, they assess your strengths, clarify your ambitions and help define a path forward.
- High-level executive coaching
- Professional placement services
- In-depth, objective guidance

Leading Insights

A collection of perspectives and ideas to help you navigate opportunities, transitions and priorities beyond traditional wealth management.

Wealth Management

How to Live Your Best Life as You Age

Dr. Kim Henderson from Morgan Stanley discusses how health, balance and purpose can help you thrive in your older years.

Wealth Management

Demystifying Art Indices

Wealth Management

5 Ways to Protect Your Digital Footprint

Endless Possibilities Await

To schedule a consultation with your Lifestyle Advisory Concierge, please speak with your Morgan Stanley Financial Advisor.

Get in Touch

The Firm is a diversified financial services company with millions of individual clients, corporations, institutions and governmental clients in several countries around the world. The Firm routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider, its employees or agents, or companies affiliated with the Service Providers.

Investors must independently evaluate particular artwork, artwork investments and strategies, and should seek the advice of an appropriate third-party advisor for assistance in that regard as Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide advice on artwork.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor on matters involving taxation and tax planning, and their attorney for matters involving trust and estate planning and other legal matters.

CRC# 5768098 07/2026

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