Philip Gordon
My Mission Statement
Welcome
My team works with a select clientele of ultra high net worth entrepreneurs, their families, and their family offices. I primarily work with clients across Canada, many of whom have business interests, residences, and family in multiple jurisdictions. They view their wealth in global terms and often face complex financial challenges that span borders as well as generations.
Combining my own experience with the vast global resources of Morgan Stanley, my goal is to deliver highly customized solutions based on a nuanced understanding of each client's objectives. I seek to help my clients avoid the pitfalls that commonly affect international investors and capitalize on opportunities not commonly available in Canada. In the process, I am committed to delivering an exceptional client experience.
I look forward to learning more about you, your business and your family, and to discussing my approach to helping you achieve your objectives. To begin that conversation, contact me.
NMLS#: 1571586
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Trust Services
Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Executive Financial Services
Morgan Stanley's Executive Financial Services team ("EFS") is a dedicated team that specializes in helping key corporate insiders effectively navigate the complex landscape of insider trading and reporting requirements.
Morgan Stanley Equity Solutions
Equity is more than shares. It's a commitment to your employees. That's why we design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.
Phil’s overarching goal is to help clients avoid unforced errors when accessing international markets, as well as providing an unparalleled client experience.
Prior to joining Morgan Stanley, Phil worked with Canadian family offices and entrepreneurs at J.P. Morgan Private Bank. Previously, Phil worked with large family foundations and their philanthropy. He earned his bachelor's degree in Economics from McGill University and his MBA in Quantitative Finance from New York University. Phil is fluent in English and French.
Phil lives in Manhattan with his wife, kids and sheepdog and enjoys playing classical guitar and listening to music in his free time.
Location
Portfolio Insights
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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