

Cohn Dhila Group at Morgan Stanley

Our Mission Statement
Our Story and Services
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 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.
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.
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
Meet Cohn Dhila Group
About Warren Cohn
NMLS#: 558511
About Sean Dhila
NMLS#: 1609839

Contact Warren Cohn

Contact Sean Dhila
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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.
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.
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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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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