Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.
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Charitable Planning: In the Case of Modest Charitable Inclinations

Charitable Planning: In the Case of Modest Charitable Inclinations

A charitable remainder unitrust (CRUT) is a split-interest trust with charitable and non-charitable beneficiaries. Consider the case study of an investor who is seeking to diversify a large position of zero basis stock.
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Planning With Life Insurance for a Child With Special Needs

Planning With Life Insurance for a Child With Special Needs

If you have a child who has special needs, at some point you have probably thought, "What will my child's life be like when I'm no longer around?"
Learn more about Planning With Life Insurance for a Child With Special Needs
You Hold the Keys to Our Best Ideas

You Hold the Keys to Our Best Ideas

One of Morgan Stanley’s core values is “Lead With Exceptional Ideas,” and we are committed to bringing you our most innovative thinking. When it comes to family wealth planning, remember that you hold the key to our best ideas.
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The Allure of First Impressions: Understanding the Anchoring Bias

The Allure of First Impressions: Understanding the Anchoring Bias

Anchoring is a cognitive bias that often leads to inaccurate and illogical judgments. Helping clients think twice may be among the most important things advisors do.
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CRC 2019752 10/2018