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Now that you have achieved considerable financial success, how do you ensure that your wealth continues to support the lifestyle you want to live, the legacy you wish to create and the change in the world you hope to effect? We help our clients address these questions every day. We specialize in the complex financial issues associated with significant wealth, helping our clients create highly customized, comprehensive plans based on their precise needs and ambitions.
Our team includes seasoned professionals with experience in financial planning, corporate finance, investment banking and accounting. We couple this experience with access to an extraordinary depth and breadth of resources, all of which have been optimized to address the needs of highly affluent individuals, families and foundations. Our goal is to provide you with any and every service you need to address the myriad challenges of managing your wealth, so you are free to enjoy its rewards.
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See April On the Markets from the Global Investment Committee featuring
• “Uncomfortable” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out.
• “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.
• “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.
• Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.
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