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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 February On the Markets from the Global Investment Committee featuring
• “What’s Holding It Up?” A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.
• “The Big Debates of 2017” In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.
• “The Case for Active Management” Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.
• Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests.
Market Information Delayed 20 Minutes