Welcome

Our goal is to help you preserve and grow your financial and social capital so that you may have the greatest positive impact for generations to come. Private Wealth Management is a boutique group within a global firm, optimized to serve ultra-high-net worth individuals, families, foundations and institutions. As PWM Advisors, we deliver an unrivaled experience, providing bespoke advice and leveraging the resources of the Morgan Stanley franchise in a family office approach.We combine our own talents and experience with the vast global resources of the firm to address the wealth management needs of our clients.  We take a holistic approach in constructing customized strategies, in conjunction with utilizing  tailored tax & estate strategies, to help preserve and benefit from market fluctuations.  We look forward to learning more about you, your unique goals, and discussing the resources we can make available to you.
Capabilities
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Sustainable & Responsible Investing
  • Investment Management
  • Risk Management
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Open-Architecture Platform
  • Proprietary Investment Opportunities
  • Consolidated Reporting
  • Corporate Services
Check the background of Our Firm and Investment Professional 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.

Clients

Our team serves a select group of successful entrepreneurs, venture capitalists, executives, institutional and private investors from around the world by working directly with clients, their family offices, foundations and endowments. We act as a single point of contact, delivering the firm’s resources, access to opportunities, and intellectual capital to help you meet your complex wealth and investment management needs. We adhere to a disciplined, client-focused investment process to develop and understand our clients’ investment objectives, risk tolerance, liquidity needs and individual circumstances & opportunities.

Philosophy

We are committed to the highest standard of integrity, dedication, and excellence in our relationships with our clients. We strive to fully understand our clients’ objectives and aspirations. Collaboratively, we develop a customized wealth management plan that incorporates investment strategy, coupled with a comprehensive tax, estate, and legacy strategy with unbiased investment execution. The end result is a wealth management plan individually tailored to help meet our clients’ unique objectives in an evolving market environment.

Location

125 High Street
24th Floor
Boston, MA 02110
US
Direct:
(617) 757-8850(617) 757-8850

Meet Ilan Segev & Amy Steigerwald

Photo of Ilan Segev

Ilan Segev

Executive Director, Private Wealth Advisor, International Client Advisor

Phone:
(617) 757-8850(617) 757-8850

About Me

Ilan is an Executive Director with the Private Wealth Management group at Morgan Stanley.  Prior to his work in financial services, Ilan served as a career diplomat for the State of Israel. He was posted in Qatar and Atlanta as the State of Israel's second highest ranking diplomat to the southeastern United States. Ilan is an active member of the community, and serves on the Israeli American Council as a Co-Chair for the Boston region, the Newton Wellesley Hospital Board of Overseers, and several other not-for-profit boards. Ilan is also a member of the Morgan Stanley PWA Advisory Council. He is fluent in Hebrew and conversant in Mandarin. Ilan was an officer in the Israeli Defense Forces and received his Bachelor's Degree in Economics and Far East Studies from Hebrew University in Jerusalem. He later received his MBA from Harvard Business School.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, PA, PR, RI, SC, SD, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1261840

About Me

Amy is a Vice President with the Private Wealth Management group at Morgan Stanley. Amy began her career in wealth management at BNY Mellon in 2005. After leaving the bank in 2008 to complete business school, Amy joined Ilan while at the Private Bank at Credit Suisse. Together, Amy and Ilan have worked as a team in PWM for over 8 years. Amy serves on the Women’s Network Advisory Board at the Greater Boston Chamber of Commerce and as a facilitator & ambassador for the AAUW’s Salary Negotiation Program for Women in the City of Boston. Amy also leads Morgan Stanley’s Greater Boston Women’s Employee Network and is an active leader in her local alumni networks. Amy received her BA from Colgate University and her MBA from Georgetown University.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, PA, PR, RI, SC, SD, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1285121

About Me

Jessica is a Senior Registered Client Service Associate with the Private Wealth Management group at Morgan Stanley. Prior to joining the firm in 2012, Jessica began her career in financial services at UBS in 2010. Jessica holds FINRA Series 7 and 66 licenses. She graduated from Northeastern University in 2009 with a BS in Sociology and a minor in Psychology, where she rowed for the Women's Rowing Team her first year. She is active in Morgan Stanley's Greater Boston Women's Employee Network and the Northeastern alumni network Jessica is a native of Northern New Jersey and resides with her husband and dog in North Quincy, MA.

About Me

Susan is a Registered Client Service Associate with the Private Wealth Management group at Morgan Stanley, and holds FINRA Series 7 and 66 licenses. She joined the firm in 2015 after graduating from Northwestern University with a double major in Economics and Statistics. Susan is active with the Boston chapter of the National Association of Asian American Professionals and with the Young Professional's Board of After-School All-Stars, a national non-profit.
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

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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.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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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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