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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Alternative Investments
As a leading provider of alternative investment strategies, our team delivers differentiated offerings and custom alternative investment programs to help meet the unique needs of ultra-high net worth clients. Our expertise spans private equity, real assets, private credit, hedge funds and digital assets.
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Impact Investing
Our Investing with Impact platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals— while striving for competitive performance.
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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.
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Risk Management
Morgan Stanley’s risk management technology solutions and analytics help Private Wealth Advisors implement best practices, mitigate risk, and make meaningful impact in our client portfolios.
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Family Office Resources
We offer extensive specialized resources for UHNW clients in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art and collectibles.
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Cybersecurity
Safeguarding your assets and personal information is among our highest priorities. Our dedicated team of cybersecurity experts includes former senior professionals at government security agencies and the technology industry.
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Lifestyle Advisory
Enjoy concierge services such as Private Health Advisory, Cybersecurity Services, Aircraft Management and more. Our expansive client loyalty program features premium access to resources and curated content for our valued clients.
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Exclusive Events & Networking Opportunities
Morgan Stanley Private Wealth Management has curated world-class experiences designed to bring together those with common goals and passions.

Start the Conversation

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.

Tailored Solutions for Your Unique Needs

Wealth Management
Wealth Management
Wealth Management
Wealth Management
Wealth Management
Wealth Management

Leading Insights from Morgan Stanley

Explore timely intellectual capital from renowned thought leaders to keep you engaged, informed and inspired.

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Meet Some of Our Team Leaders

OUR PEOPLE
Elizabeth Dennis
Head of Private Wealth Management
OUR PEOPLE
David Bokman
Head of Family Office Resources
OUR PEOPLE
Melanie Schnoll Begun
Head of Philanthropy Management
OUR PEOPLE
Sarah D. McDaniel
Head of Art Resources Team (ART)
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