Eric Cheng
My Mission Statement
My Story and Services
Our background includes working with international clients, supporting multigenerational planning, and helping business owners navigate complex financial needs. We prioritize understanding each client’s unique goals and values, helping deliver strategies tailored to their long-term success.
Backed by the global resources of Morgan Stanley, our team is committed to helping clients make informed, confident decisions—today and for the future.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
NMLS#: 2723502
What We Provide
Our team at Morgan Stanley combines their years of expertise and knowledge to help clients of substantial wealth simplify and manage their complex financial lives so that their families can live the lifestyle that they wish. Our team's goal is to be an extension of your family.
Family Office Resources help clients and financial advisors utilize an expansive suite of highly specialized resources to address complex challenges of managing significant wealth so clients may make complicated decisions confidently.
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It is not always easy, but starting the conversation is a key step in long-term wealth planning.
For ultra-high net worth families involved in a shared enterprise—whether running a family business, managing a family office, or investing collectively—establishing a robust decision-making framework is essential. In other words, a well-defined family governance system provides the structure needed to guide choices and preserve unity.
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here's how to make the process go smoothly.
With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worthy causes and so many unmet needs.
Legacy Planning
Financial planning customized to your family's needs is essential to preservation of wealth. Keeping the next generation informed is key to their future financial goals.
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. It's never too early to start improving financial literacy in your family.
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
Listen in as Morgan Stanley colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Join us as our guests share their stories around life's major moments. On this award-winning podcast, we match real people, asking real questions about their money, with experienced Financial Advisors.
Access your financial world at your convenience.
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
You can now conveniently view your accounts from other financial institutions on Morgan Stanley Online giving you a complete financial picture.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
Location
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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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.
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