Managing Significant Wealth

We deliver the experience, knowledge and resources needed to help you create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
Philanthropic Strategies and Structures

Philanthropic Strategies and Structures

Building a successful business means you can often give back through philanthropy. Learn the approaches you can consider.
Learn more about Philanthropic Strategies and Structures
Overview of Wealth Planning Structures

Overview of Wealth Planning Structures

Trusts can help you effectively redistribute wealth among family members as the value of your company increases.
Learn more about Overview of Wealth Planning Structures
The Public Sale of Privately Held Businesses

The Public Sale of Privately Held Businesses

There are three basic liquidity scenarios for a privately held business. Each involves different considerations.
Learn more about The Public Sale of Privately Held Businesses
Family-Owned Business Succession Strategies

Family-Owned Business Succession Strategies

Transferring ownership of your business can create challenges around your retirement planning, family dynamics and business.
Learn more about Family-Owned Business Succession Strategies

Wealth Management Solutions

Investment Management

With an open-architecture platform and access to the vast resources and intellectual capital of the firm, our trusted professionals help you create and implement precisely tailored investment strategies.

Wealth Transfer & Philanthropy

Specialists in estate planning, trust services and philanthropy management are available to help you transfer wealth efficiently and help create an enduring legacy.

Cash Management & Lending

Cash management and lending solutions are designed to help you pursue your personal and professional objectives.

Family Governance & Legacy

Experts in family governance provide counsel on using wealth to empower family members, rather than foster attitudes of entitlement, while professional educators teach younger generations how to manage the legacy they will receive.

Signature Access

A broad range of specialty services are available to enrich and enhance the health, safety, comfort and interests of affluent families, from private aviation, personal security, art advisory and household staffing, to private health advisory services and advisory services for single family offices.

Business Services

From stock plans to retirement plans, corporate cash management to investment banking, we deliver the resources of Morgan Stanley to support the success of your enterprise.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.