Welcome

Having worked with highly affluent families for many years, we have seen how significant wealth creates exceptional opportunities and fosters a multitude of complex challenges. We understand the nature of the issues you are likely to be facing, and have the experience and resources to help you address them. We also understand that there is no family that is exactly like yours. You have unique needs, challenges, limitations and aspirations. We are here to help you create and implement truly comprehensive, multigenerational strategies, based on your unique circumstances, to help you protect what you have and live the life you choose.

Whether you are investing the proceeds from the sale of your business, creating a family foundation, determining the most efficient way to finance a real estate investment or preserving a legacy for your heirs, we can serve as the go-to advisors who help you understand the issues and make informed financial decisions. Combining our own experience with the vast global resources of Morgan Stanley, we will deliver solutions to you and your family that address any and every aspect of your financial life.

We look forward to discussing your needs and goals, and the resources we can place at your disposal.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

444 South Flower St
34th Fl
Los Angeles, CA 90071
US
Direct:
(800) 326-8584(800) 326-8584

Meet EST Group

About Me

Darren Edwards brings over 15 years of diverse wealth management experience to the service of the team’s clients. Along with his team of professionals, Darren develops and implements comprehensive wealth planning strategies for his clients, their families, foundations and businesses. As a dedicated financial advisor, he helps his clients create customized strategic and tactical asset allocations, working alongside their legal and tax advisors when appropriate.

Prior to joining Morgan Stanley Private Wealth Management in 2015, Darren served as a director in the Private Bank at Credit Suisse and, earlier, as a vice president at UBS. He holds a degree in economics from the University of California at Los Angeles.

Darren is actively involved in numerous charitable organizations, including Operation Hope’s financial literacy program. He currently sits on the board of governors at Cedars-Sinai Hospital.  He has also served as a member of the board of governors of the Los Angeles Athletic Club, the Board of Directors of Baby Buggy and is a member of the Society of Fellows at the Huntington Library, Art Collection and Botanical Gardens. 

Darren lives in Pasadena with his wife and their two children.
Securities Agent: TX, CA, WY, WA, VA, SD, PR, PA, OR, OH, NY, NV, NJ, NC, MO, MI, MA, IL, GA, FL, DE, DC, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1426107

About Me

Drawing on a decade of experience in the financial services industry, Harry Suh advises ultra high net worth individuals, foundations and nonprofits in all aspects of wealth management. Utilizing a consultative approach, Harry works closely with his clients to design and implement strategies that build, preserve and ultimately transfer his client’s wealth.

Prior to joining Morgan Stanley Private Wealth Management in 2015, Harry served as a vice president in the Private Bank at Credit Suisse. He began his professional career with regional private banks, before joining UBS in 2003 as a Financial Advisor in Los Angeles.  Harry attended the University of Southern California.

Among his many philanthropic involvements, Harry works with Operation Hope and A Place Called Home, and serves on the board of directors of The Colburn School. He has also served as a board member of the San Diego Opera, where he headed the finance committee and was a member of the Executive Board. He served as an ex-officio board member of the Max H. Gluck Foundation and as head of their audit committee. 

Harry lives in Encino with his wife, two children and their dog.
Securities Agent: CA, WY, WA, VA, TX, SD, PR, PA, OR, OH, NY, NV, NJ, NC, MO, MI, MA, IL, GA, FL, DE, DC, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1428666

About Me

Eithne is an Assistant Vice President and Director of Business Strategy for the EST Group. She is responsible for the team’s workflow and exceeding our clients' expectations on customer service. Additionally, Eithne is responsible for equity and fixed income trading execution and has worked at Morgan Stanley for over 8 years.

Prior to joining Morgan Stanley Private Wealth Management in 2010, Eithne worked for Bank of America in the Institutional Fixed Income Department in Los Angeles. Eithne brings over 31 years of securities industry experience.

Eithne grew up in Southern California and currently resides in San Gabriel and enjoys cooking, gardening, watching movies, and spending time with friends and family.

About Me

Justin is in charge of investment research and team analytics for the EST Group. He works closely with Darren, Harry, and Isaac in creating, implementing, and monitoring bespoke investment portfolios for high-net-worth and ultra-high-net-worth clients. Additionally, he focuses on business development and marketing efforts and has been doing so with the team for over 5 years.

Prior to joining Morgan Stanley Private Wealth Management in 2018, Justin worked for Goldman Sachs, Credit Suisse, and Deutsche Bank Alex. Brown in areas focusing on asset allocation, research, portfolio construction and trading. He graduated from the University of Michigan—Ann Arbor in 2010 with a B.A. in Sociology and is a Candidate in the CFA® Program.

Originally from San Diego, CA, Justin currently resides in Brentwood with his fiancée and enjoys cooking, exercising, and traveling.

About Me

Christopher is in charge of the client analytics, reporting, and money movements for the EST Group. He works closely with Darren, Harry, and Isaac in monitoring all account activity for the team's high-net-worth and ultra-high-net-worth clients and has been with the EST Group for the past 4 years.

Prior to joining Morgan Stanley Private Wealth Management in 2015, Christopher worked for Credit Suisse as a Relationship Associate for the EST Group and as a Client Reporting Analyst, preparing and reconciling client reports and statements for Private Banking USA clients. He graduated from North Carolina State University in 2012 with a Masters of Economics and from the University of North Carolina Wilmington in 2010 with a B.A. in Economics.

Originally from Chapel Hill, North Carolina, Christopher currently resides in Santa Monica with his girlfriend and his dog. He enjoys sports, computers and traveling.

About Me

Mj handles the daily administrative maintenance of all client accounts and day-to-day client requests. She utilizes over 19 years of relationship management skills and industry experience when she interacts with clients and members of the team.

Prior to joining the EST Group in 2018, Mj was with a Global Sports and Entertainment Group in Morgan Stanley’s Manhattan Beach office. Preceding her years at Morgan Stanley, she worked with a 401(k) and retirement specialist at CIBC Oppenheimer, RBC Wealth Management, UBS Wealth Management and Raymond James. Mj received her B.S. from the Leventhal School of Accounting at the University of Southern California.

Mj resides in South Pasadena with her son, Luke, and their yorkie, Shadow. In her spare time, she enjoys volunteering at various church and community events, watching her son’s football games, and learning how to be a better photographer.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
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.

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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

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