Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital, so that it can have the greatest positive impact today and for generations to come. Given our global approach our clients are based not only in the U.S. and Latin America, but also in other continents around the world. This provides us a rich inflow of opinions and perspectives to further expand our network and client experience. In addition, our team focuses on various industries including disruptive technology, healthcare, and consumer products. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Securities Agent: CO, CT, DC, DE, FL, MA, MD, MO, NJ, NY, PA, PR, VA; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1507461
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.
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.

Philosophy

We have a purist approach to investing. We aim to select securities and low cost ETFs avoiding high cost mutual funds and structured products. When deemed necessary, we may select what we believe to be high quality hedge funds and private equity managers. Our core principals include transparency, cost optimization, thorough quantitative analysis, clarity in reporting, and tailored personal service. We help our clients through various life transitions and asset/cashflow optimization. 

Central to our business is a flexible and personalized approach that speaks directly to our clients and their needs. Through a network established over the course of 18+ years at Morgan Stanley, we frequently access the expertise of our firm in various areas such as estate planning, family governance, and philanthropic giving. 



Our Services


Investment Management

Assistance with Investment Policy Statement
Portfolio Construction and Management
Alternative Investments
Morgan Stanley Proprietary Investment Opportunities 

Family Office Services

Family Governance & Dynamics
Aggregated Reporting
Wealth Transfer and Trust Strategies
Pre/Post Liquidity Planning
Coordination with Legal and Tax Advisors

Lending Services

Cash Flow Planning
Aircraft, Sports Teams, & Art Financing

    Client Service Team

    • Miguel G. Osio, CFA
      Miguel G. Osio is a highly accomplished and versatile financial professional, named in Forbes Magazine's 2018 Best in State Wealth Advisors as well as The Financial Times' Top Financial Advisors for 2015, 2016, and 2017 consecutively. Miguel’s expertise is focused around family wealth management, investment strategy, risk management, and theme investing (e.g. Cloud technology, Global Water, Mobility, Alternative Energy, etc.). He has a global client base outside of the U.S. which enrich his team experience and market knowledge.

      Before joining Morgan Stanley in 1999, Miguel spent seven years at Goldman Sachs, where he gained valuable experience in institutional research sales, equity capital markets and investment banking. Prior to Goldman Sachs, he spent two years at Bankers Trust New York in its Investment Banking division. He also worked in the Procter & Gamble Company in Brand Management (1986-89).

      Miguel has a B.S. in Industrial Engineering and an M.A. in Economics from Syracuse University, as well as an MBA from Wharton Business School. Miguel has lived in New York City and has been married since 1991, with two sons, Miguel & Alejandro. He ran nine marathons and enjoys surfing big waves in Hawaii and other places in the Pacific. He also enjoys sharing his knowledge and experiences in wealth management with entrepreneurs and family members going through life changing events.
    • James Oliveira - Analyst, Private Wealth Management
      James Oliveira originally joined Morgan Stanley in 2013. He began his career working in Private Banking Operations, where he supported multiple securities based lending products for high- net-worth individuals and institutions. In 2015, James joined the Private Wealth Management division. James consistently leverages his background in Finance and Operations to best serve the needs of the clientele. James earned a B.S. in Business Administration with a concentration in Finance from Ramapo College of New Jersey, and holds an Associates of Arts in Psychology. He is fluent in Spanish and Portuguese. He holds the Series 7 & 66 licenses and is currently a CFA Level II Candidate.

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-8264(212) 761-8264
    Fax:
    (212) 507-5510(212) 507-5510
    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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    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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