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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 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.
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