14850 N Scottsdale Rd
Scottsdale, AZ 85254
(480) 922-7818 / Main
(800) 347-5107 / Toll Free
(480) 922-7878 / Fax
As Ultra Wealthy families and institutions face increasingly complex challenges, there is no substitute for thoughtful, proactive and strategic advice. We are a dedicated team of multidisciplinary professionals focused exclusively on Ultra High Net Worth clients. Our core areas of experience include:
Global Investment Management
Access to Banking, Credit & Lending Services
Trust & Estate Planning Strategies
Transactional (M&A, IPO) Planning Strategies
Family Governance & Next Generation Education
Family Office Solutions
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
See March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
Market Information Delayed 20 Minutes