Daniel Platt

Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you preserve what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.

Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution, or an investment policy statement can offer critical parameters and guidelines to help make decisions as a collective. We work with you to help find your way to becoming your own generation, with your own voice.

The key to determining which trust, tax, and estate planning strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events may also magnify the need to put in place or update certain essential estate planning documents.

The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal resources to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.

Believing that philanthropy must be more than checkbook writing. Involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions, and to develop a mission statement is an effective step to potentially achieve long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support, and how long you envision your involvement to last, are your matters that matter to us.

Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented, and inefficient. With experienced art advisors at your side, you have the guidance you need to help avoid pitfalls and manage your collection as the significant asset it is.

Private Credit investing is an essential component of Morgan Stanley Investment Management's alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors as we strive to forge strong partnerships with our portfolio companies.

Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.

Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the vast array of Morgan Stanley resouces which assists us in generating attractive risk-adjusted returns.

Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry's leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.

We are focused in providing a broad range of hedge fund portfolio strategies to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.

We are focused in managing custom alternative investment strategies that help enable us to address the unique risk, return and liquidity objectives of our clients.