Private Wealth Management

Helping you preserve and grow your financial, family and social capital.

Focused exclusively on the needs of affluent families, we provide guided access to global capabilities, including an extensive suite of family office services.

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.

Our highly experienced Private Wealth Advisors function as an exclusive investment boutique within a global financial firm, delivering sophisticated solutions that leverage the intellectual capital and vast resources of a global financial powerhouse. This includes direct access to experts in investment management, philanthropy, family governance, wealth transfer, lifestyle advisory, and other services need to help ultra-high net worth families address every aspect of their financial lives.

Ready to invest in what matters to you?

Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*

Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

CRC 2254476 (11/18)