We help affluent families navigate the complex challenges of managing their wealth with an integrated approach to planning.
We have the extensive experience, skills and world-class resources to help you address the wealth management challenges faced by your family office. Our integrated approach includes an emphasis on family dynamics, asset protection strategies, and business succession planning. We help you transfer your assets efficiently and support the causes and institutions you care about most. When you work with us, you participate in investment opportunities ranging from hedge funds and access to private capital offerings to unique concentrated strategies. We are committed to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.
Family Offices
$34.3 Billion1
Assets Under Advisement
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1 As of June 30, 2024. Source: Morgan Stanley Institutional Consulting
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
CRC#3958844 (11/2024)