Robert Chung

To best service our clients, we need to see the full scope of their financial picture. In this first meeting with the team, we will work to understand your goals, risk tolerance, and time horizon to see how we can best use our experience to help you hit your goals.

Life's risks can manifest themselves in many ways, from loss of life to loss of health - and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.

Given extended life expectancy, we help tailor allocation and income distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance and long-term care plans.

Delivering an estate to the next generation or favorite charity requires more attention than families often commit. Coordinating with outside estate tax professionals, we align estate planning goals with the appropriate assets tilting and beneficiary designation requirements, while incorporating tax minimization strategies to help enhance results

Asset management aims to achieve the best possible investment returns that are consistent with your level of risk tolerance. We offer a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making with a cost-effective structure.

We pay attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement and other key goals are are not compromised. We understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation.

Family Governance and Dynamics For many ultra-high-net-worth families, the most difficult planning challenges are not financial but personal. Managing the human impact of wealth often involves addressing complex dynamics such as family values, communication, and legacy planning.

Our Wealth and Estate Planning Specialists work as virtual team members alongside your Financial Advisor. Together, they create customized strategies to preserve and transfer your wealth in alignment with your long-term goals.

Many high-net-worth families benefit from integrated insurance strategies that support tax efficiency, wealth transfer, and charitable giving. We help you incorporate these solutions into your overall financial plan.

We provide the insight, guidance, and tools needed to define your philanthropic goals and develop a thoughtful strategy for achieving them.

Andrew Slimmon is Head of Applied Equity Advisors at Morgan Stanley Investment Management and a Managing Director and senior portfolio manager on the Applied Equity team. He regularly shares his perspective on equity markets—highlighting key themes and what's driving market moves in his monthly "Slimmon's Take" insights.

Estate & wealth planning helps families intentionally transition wealth and the values behind it to the next generation. Through thoughtful planning, we can help you clarify what you want your money to do next, map how assets may flow across generations, and coordinate key tools (e.g., wills, trusts, gifting and insurance strategies, where appropriate) with your broader financial plan. Just as important, multigenerational planning can include family governance and helping prepare heirs through education around investing, creating value and sustainable spending so your plan supports not only a transfer of assets, but a lasting family legacy.

IPO's, or Initial Public Offerings are how private companies go public, normally to raise capital to expand their business operation. They are a very hot topic in the finance community right now as we watch the rise of AI, we have and will continue to see some of the largest private companies in the world making the decision to go public over the coming months and years. Understanding how this process works is very important for investors as while they come with a lot of volatility and risk but also with potential huge returns.

At Morgan Stanley, we offer a broad range of investment solutions designed to help clients build portfolios aligned with their long-term goals and changing market conditions. Alternative investments may play a role in a diversified portfolio by providing exposure to strategies that can have lower correlation to traditional markets and may help manage volatility over time.
To learn more about alternative investments, please click the link below.