Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

INTERNATIONAL WEALTH MANAGEMENT

Today's global investors often face financial decisions that extend across countries, currencies, tax jurisdictions, and generations. Our team works with internationally connected individuals, families, business owners, and executives who require a thoughtful and coordinated approach to managing wealth across borders. We help clients navigate complexity while remaining focused on long-term preservation, growth, and legacy planning.

A Global Perspective on Wealth International wealth management requires more than investment management alone. We work closely with clients whose financial lives involve multiple jurisdictions, international assets, family governance considerations, and cross-border opportunities requiring strategic coordination and long-term planning.
Cross-Border Financial Coordination Managing wealth across borders often involves navigating concentrated positions, differing regulatory environments, liquidity events, and evolving family dynamics. We help clients organize and simplify these moving parts while coordinating alongside legal, tax, and outside advisory professionals.

International Business Owners & Executives We advise globally connected entrepreneurs, executives, and corporate leaders navigating complex compensation structures, business transitions, stock concentration, and international growth opportunities. Our approach focuses on aligning personal wealth strategy with broader business and family objectives.

Liquidity Events & Legacy Planning Significant financial events can create both opportunity and complexity. Whether preparing for a business sale, managing generational wealth transfers, or evaluating long-term estate considerations, we help clients structure strategies designed to support evolving personal and family goals.

A Long-Term Advisory Relationship Our process is built around continuity, discretion, and long-term partnership. As markets, priorities, and family needs evolve over time, we aim to provide thoughtful guidance and strategic perspective designed to help clients make informed decisions with confidence.

Overview

Our team works with successful individuals, families, business owners, and Global Sports & Entertainment clients navigating the complexities that come with substantial wealth. Through the global resources of Morgan Stanley, we help clients simplify financial decision-making, coordinate across multiple areas of their financial lives, and develop long-term strategies designed to preserve, manage, and grow wealth across generations. Whether addressing concentrated equity positions, liquidity events, legacy planning, or evolving family needs, our approach is highly personalized and built around each client's broader financial picture.

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    Morgan Stanley Family Office

    Access to institutional-level capabilities designed to support complex balance sheets, multigenerational planning, concentrated positions, and sophisticated family needs through Morgan Stanley's extensive platform and specialized resources.

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    Trust and Estate Planning

    Thoughtful planning can help families preserve wealth, maintain continuity, and prepare future generations. We work alongside clients and their outside advisors to support estate strategies aligned with long-term family objectives.

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    Business and Succession Planning

    From business growth to succession planning and liquidity events, we help clients evaluate strategies surrounding ownership transitions, concentrated wealth, and post-liquidity planning opportunities.

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    Family Governance & Education

    Strong communication and shared financial understanding can help families navigate wealth across generations. We support conversations around stewardship, financial education, and long-term family alignment.

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Overview

Morgan Stanley Wealth Management provides access to a broad range of alternative investment strategies designed to help clients diversify beyond traditional public markets. Through our global platform, clients can explore opportunities across private markets, real assets, private credit, and other differentiated strategies aligned with long-term investment objectives and evolving market conditions.

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    Innovative Strategies for Your Portfolio

    Morgan Stanley's alternative investment platform offers access to institutional-quality strategies and investment managers across a variety of asset classes. We help clients evaluate opportunities that align with broader portfolio construction and long-term financial goals.

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    Morgan Stanley Private Markets

    Morgan Stanley Private Markets offers extensive opportunities for clients to engage in the private markets, providing access to a broad array of private market solutions, including co-investments and direct investments.

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    Alternatives in Action

    Alternative investments can provide exposure to opportunities beyond traditional stocks and bonds. These strategies may help investors enhance diversification, generate income potential, and access unique market segments across changing economic environments.

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    The Alts Report

    Explore insights and perspectives from Morgan Stanley leaders and industry specialists discussing trends, opportunities, and developments shaping today's alternative investments landscape.

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Overview

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Our team works with athletes, entertainers, executives, and high-profile individuals whose financial lives often involve unique opportunities, heightened visibility, and increased complexity. Through the global resources of Morgan Stanley, we help clients navigate the financial demands that can come with accelerated success, evolving careers, concentrated income periods, and multigenerational wealth planning. We take a highly personalized approach designed to simplify decision-making, coordinate across key areas of wealth management, and help clients preserve and grow what they have built over time.

Whether preparing for a liquidity event, managing business interests, evaluating private investment opportunities, or planning beyond an active career, our focus remains centered on long-term financial alignment and disciplined execution.

Planning Beyond the Playing Career

Professional often face compressed earning windows, rapidly changing career trajectories, and increased financial visibility at an early age. We work closely with clients to help create structure around cash flow, long-term investing, tax planning, endorsement income, and wealth preservation strategies designed to extend beyond their playing years.

Our role is to help athletes navigate important financial decisions with discipline and perspective while coordinating with attorneys, accountants, agents, and other trusted professionals. From contract milestones and liquidity events to business ventures and legacy planning, we aim to provide guidance that evolves alongside each stage of a client's career and life.

Supporting Creative and Entrepreneurial Success

Entertainers, creators, producers, executives, and media professionals often operate in industries defined by fast-moving opportunities, variable income streams, and brand-driven businesses. We help clients bring organization and long-term strategy to complex financial lives that may include intellectual property income, production ventures, equity ownership, private investments, and multigenerational planning needs.

Our approach is built around discretion, personalization, and long-term partnership. We work to help clients manage risk thoughtfully, evaluate opportunities strategically, and coordinate financial planning across both personal and professional priorities as their careers and enterprises continue to evolve.

Location

9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-2600(310) 285-2600

Meet Cohn Dhila Group

About Warren Cohn

Securities Agent: CA, IL, FL, CT, PA, NH, WV, KY, HI, DE, WA, UT, SC, GA, VA, SD, NJ, CO, AZ, NY, MD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 558511

About Sean Dhila

Securities Agent: MN, LA, NJ, GA, IA, PA, NV, MS, DE, WY, WI, VA, OK, HI, FL, CA, WA, VI, MO, KY, IN, CT, NY, MT, TX, TN, NC, KS, ID, DC, CO, UT, SC, NE, MI, SD, OR, MD, IL, AZ, PR, OH, NM, NH, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1609839
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact Cohn Dhila Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)