Private Wealth Management

We combine 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. Private Wealth Management tailors a fully integrated wealth management plan based on your individual needs—strategies to invest assets, transfer wealth, manage risk, help 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.

Morgan Stanley’s Private Wealth Management focuses on helping affluent families and individuals address the complex, multidimensional challenges of managing significant wealth.