

LongHaven Group at Morgan Stanley

Our Mission Statement
LongHaven Group at Morgan Stanley
Inspired by the spirit of the Dragon (pronounced "long" in Chinese), a symbol of power, wisdom, good fortune, and strength, the LongHaven Group embodies these qualities in its mission to grow and safeguard family wealth across generations, regardless of market cycles.
Navigating Volatile Markets and Life's Complexities
Financial markets are volatile, life brings its own challenges. At LongHaven Group, we believe the right partner can help you navigate complex decisions and optimize your well-being. We care deeply. We work hard. We strive to bring you financial peace of mind so you can focus on what matters most to you.
Tailoring Wealth Management for Global Families
With our diverse backgrounds and intimate understanding of Asian cultures, we cater to UNHW global families with net worths ranging from $20 million to $2 billion, delivering tailored wealth management services that transcend borders. Our native Mandarin and Cantonese speaking advisors, investment analysts, and service professionals seamlessly connect our clients' unique needs with Morgan Stanley's premier offerings worldwide.
Ensuring Financial Legacy for Generations
Our team is skilled in working across generations to support the goals and aspirations of our clients and their families. Wealth transfer is a complex process, especially when clients face the added challenge of navigating multi-jurisdiction and tax regime differences among family members. We collaborate with top tier international tax attorneys and CPAs who specialize in simplifying this process, effectively ensuring financial success and security for generations.
Harnessing Morgan Stanley's Investment Resources
Our team, leveraging Morgan Stanley's vast intellectual capital and global resources--including highly rated analysts, economists, and strategists-- strengthens our investment process. With over 60 years of collective experience in macro research, asset allocation, hedge fund trading, and private markets, we are well-equipped to navigate through market cycles and volatilities. Investing over the long-term requires both patience and courage; as trusted partners, we deliver value through our extensive research capabilities and market experience, maximizing the full potential of Morgan Stanley's resources.
Please reach out if you would like to learn more about working with us.
Not all products and services are available in all jurisdictions or countries.
- Asset Management
- Professional Portfolio ManagementFootnote1
- Cash Management and Lending ProductsFootnote2
- Alternative InvestmentsFootnote3
- Trust ServicesFootnote4
- Estate Planning StrategiesFootnote5
- Business PlanningFootnote6
- Executive Financial ServicesFootnote7
- Life InsuranceFootnote8
- Philanthropic ManagementFootnote9
- Planning for Education FundingFootnote10
International Wealth Management:
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope, and commitment to serve the international investor. We serve among the world's most capitalized institutions and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a dedicated group within Morgan Stanley, IWM is staffed by extensively trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world and can recommend highly customized strategies to help you address your specific goals.
Case Study: International Family Office
Client Background:
A prominent entrepreneurial dynasty from Asia boasting a household net worth of $2 billion and a well-established family office in Hong Kong. The family's extensive portfolio encompassed a myriad of interests in the US, including real estate properties, private company investments, and private equity fund LP interests. Seeking experience in structuring a US entity and bolstering asset management capabilities locally, they recognized the importance of empowering the next generation to steer investment decisions and philanthropic endeavors. However, lacking experience in evaluating private investments and operating in the US, they turned to Morgan Stanley for comprehensive guidance.
Challenges Faced:
- Structuring a US Entity: The family required guidance to structure the family office's US entity structure, operations, and decision-making, while remaining easy to manage and cost effective.
- Accessing extensive investment opportunities and leaning on experience for due diligence.
- Empowering the Next Generation: With a budding interest in investment decision-making and philanthropy, the next-generation family members sought opportunities for active involvement and leadership.
- Philanthropic Expansion: Seeking to amplify their philanthropic impact, the family aimed to refine their philanthropic strategies, expand their geographic focus, and integrate impact goals into investment decisions.
Strategies Provided:
- Morgan Stanley Family Office Resources team provided educational and consultative services to help the family understand their options, define the scope, and make informed decisions about the structure and staffing they required.
- Morgan Stanley Fund Services team provided an institutional quality accounting platform that maintains books and records across all assets in the US portfolio, including the client's direct investments across multiple asset managers and real estate portfolios. A quarterly customized report is generated for the family to review.
- Provided a capital markets strategy that allowed the family office's active trading team to execute un-solicited trades with a more "institutional-like" dedicated coverage platform for execution as well as research & corporate access.
- Provided the family office investments access, including niche and limited capacity managers. Also offered co-investment and direct investment opportunities, by taking advantage of Morgan Stanley's network and family office ecosystem.
- Morgan Stanley Philanthropy Management consulted the family on philanthropic strategies and structures. The Family Foundation's geographic focus was expanded to a global grant-making approach. The Foundation also adopted a holistic approach combining grant-making and the integration of impact goals into their investment decisions. The new strategy and structure allowed for more targeted support of the family's core values.
- Through wealth education provided by the Morgan Stanley team and hands-on involvement, the next-generation family members gained valuable experience and insights, culminating in their assumption of a leadership role within the Family Foundation.
Not all products and services are available in all jurisdictions or countries
This case study is hypothetical and presented for illustrative purposes only. The facts involved do not represent the actual experience of any specific client. Each client's situation is different and a client's experience and any recommendations made to a client will vary depending on the specific facts and circumstances involved. Past performance is no guarantee of future results. These strategies do not guarantee a profit or protect against loss and may not be appropriate for all investors.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
CRC: 3644401
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Meet LongHaven Group
About Gengsheng Lu
In addition to providing an extensive range of investment products, risk mitigation strategies and market intelligence essential to asset preservation and growth, Gengsheng is deeply committed to delivering personalized solutions based on the unique situation and individual needs of each client to support the pursuit of their and their family’s goals and aspirations. She also helps clients access Morgan Stanley’ vast intellectual capital and global resources, including highly rated analysts, economists and strategists. She leads a highly trained, multilingual team with diverse backgrounds and skillsets to deliver dedicated client services.
Gengsheng has extensive experience working with clients who created wealth outside of the U.S., especially in the greater China region. A native Mandarin speaker and an immigrant herself, she is familiar with cultural nuances, as well as the economic and regulatory climate in the region. All this enables her to understand the evolving needs and preferences of Chinese clients and help them address their unique strategic, administrative and compliance concerns.
Gengsheng earned a Bachelor's degree in Shanghai, and later pursued a Master's degree in Applied Anthropology and a Master's degree in Finance in the US. Prior to joining Morgan Stanley, she worked in various roles in research, education, and project management with academic and non-profit institutions. Gengsheng currently lives with her husband and two children in New York.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC.
(CRD# 3054650; 05/01/2020)
NMLS#: 1638793
About David Hsu
David graduated from Dartmouth College and Columbia Business School, and he resides on the Upper Westside of Manhattan, New York, with his wife, Jennifer, and daughter, Katie.
NMLS#: 1710488
About Lucy Yan
Lucy has been successful in working with distinguished entrepreneurs, private equity and venture capitalists, and art collectors. A statistician by training, she relies on a data-driven approach and rigorous research to help clients select investment solutions. Lucy, who is fluent in Mandarin and Cantonese, is well versed in the wealth preservation and transfer needs of HNW global families and the cultural and regulatory environment in Asia. For clients seeking liquidity, Lucy assists in structuring creative lending facilities, leveraging her previous underwriting experience and the firm’s private bank capability.
Lucy started her career in Morgan Stanley as an investment analyst in New York. While serving as the cross-asset strategist for the Chief Investment Officer, she worked with the most esteemed clients of the firm across Latin America, Asia, Europe, and the US. Prior to rejoining Morgan Stanley in 2022, She spent four years as a private banker at East West Bank where she built a private bank lending portfolio across real estate, fine art, private equity, and other esoteric asset classes. She was also instrumental in starting the bank’s art lending practice in 2020.
Lucy holds a Master of Science Degree in Statistics and Economics from University College London, and a Master’s Degree in Operations Research from Columbia University. She has been a CFA charter holder since 2017. In her free time, Lucy enjoys classical music and contemporary art, she is also an avid gardener and a new cross-fit athlete.
NMLS#: 2393131
About Ran Zhou
While the complexities of each event are unique to my clients, I assist them in navigating challenges presented by an event and/or regulations associated with their transaction(s). With a clear understanding of restricted and control securities, self-clearing processes; including SEC Rule 144 and 10b5-1 planning, I personally advise each of my clients through the entire journey. Taking this personal approach gives me the opportunity to share my experiences in institutional trading, block trades, dark pools & hedging derivatives and simplify the journey while planning for immediate and long-term financial goals.
Moreover, through my global network and proficiency in Mandarin, I leverage a large set of resources both here at Morgan Stanley and personally to deliver a global snapshot of international stock markets. Through this global snapshot dialogue, I consistently engage my network and venture capital relationships to provide a simplified and concise level of advice relating to trading, clearing and settlement in several financial markets.
Disclaimers:
Clients executing a 10b5-1 Plan should keep the following important considerations in mind: (1) 10b5-1 Plans should be approved by the compliance officer or general counsel of the company; (2) A 10b5-1 Plan may require a cessation of trading activities at times when lockups may be necessary to the company (i.e. secondary offerings, pooling transactions, etc.); (3) A 10b5-1 Plan does not generally alter the regulatory requirements (e.g. Rule 144, Section 16, Section 13D) that may otherwise be applicable; (4) 10b5-1 Plans that are modified or terminated early may weaken or lose the benefit of the affirmative defense; (5) Public disclosure of 10b5-1 Plans (e.g., via press release) may be appropriate for some insiders; (6) Most companies will permit 10b5-1 Plans to be implemented only during open window periods; and (7) Morgan Stanley Smith Barney, as well as some issuers, imposes a mandatory waiting period between the execution of the 10b5-1 Plan and the first sale pursuant to the 10b5-1 Plan.
Preset Diversification Program is a registered Trademark of Morgan Stanley Smith Barney LLC, protected in the United States and other countries.
About Sana Bao
Prior to joining Morgan Stanley, Sana was an investor relations and capital markets professional with in-depth knowledge and experience in international business development and equity investment. She helped conglomerates in China facilitate their IPO processes through NASDAQ and NYSE. Sana worked closely with boards and chief executives managing investor relations for leading large-cap China ADRs.
Sana earned her Master Degree from Columbia University with concentration in Advanced Management and Finance, and a Bachelor of Business Administration & Accounting from Xi'an University of Finance and Economics. As a competitive horseback rider, Sana won her horseback riding championship in her middle school. Outside of her day job, you can probably find her at local tennis club or practicing padding with her Columbia Lion Dragons team. Sana currently resides in Manhattan and she is fluent in English and Mandarin Chinese.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
About Sophia Cao
Before joining Morgan Stanley, Sophia worked both in Beijing and New York, including Tsinghua
University, Soho China and Christie’s Auction House. Sophia graduated from Baruch College in
New York with a B.A. in financial mathematics. She is a native Mandarin speaker.
About Emily Kuang
After graduating from San Francisco Sate University in 2005 with a degree in Financial Services, Emily worked in various banking roles, and previously spent 12 years as a client associate with Wells Fargo.
Away from work, she enjoys outdoor activities like tennis and hiking with her family and friends. She also loves to travel and experience new countries and cultures.
About Briana Pollack, CFA*
Prior to joining Morgan Stanley in 2018, Briana worked in various investment management roles across several major financial institutions in New York. She was part of the Alternative Investment Manager Selection group at Goldman Sachs Asset Management focused on fixed income manager due diligence. She also worked in investor relations at UBS O’Connor where she oversaw the onboarding process of investors into O’Connor’s first private credit fund. Briana started her career in UBS Wealth Management in fixed income sales and research.
Briana received her bachelor’s degree in finance from University of North Carolina at Chapel Hill. Briana is fluent in Mandarin. She is also a Chartered Financial Analyst (CFA) charter holder.*
*This role cannot solicit or provide investment advice
About Jake Hu

Contact Gengsheng Lu

Contact David Hsu

Contact Lucy Yan
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
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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
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.
6Morgan 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.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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