For the past 30 years, the leader of our team has built enduring personal and professional relationships with an exceptional group of affluent families. Our clients include some of the most accomplished business leaders and financial professionals in the United States. They live complex financial lives and are often faced with decisions that will impact their families for many generations to come. We serve as close family advisors who help them consider their options and make intelligent choices. We bring the experienced perspective, specialized resources, and expansive network needed to help them preserve their wealth, secure their legacies, and pursue their visions of successful lives.
Our practice has evolved with the expanding needs and aspirations of the families we serve. Now a multigenerational team, we work with clients who are stewards of multigenerational wealth. We have expanded our service team and taken measures to ensure continuity in our client relationships for decades to come. We’re honored that these families have chosen to work with us, and we strive to reward their trust by delivering a holistic wealth management experience. If you are interested in joining that circle, we look forward to learning more about you, your family, your business and your hopes for the future. To begin that conversation, please contact me directly at 1-214-984-2196 or Samuel.Fishman@morganstanleypwm.com.
Capabilities
- Tax, Trust & Estate Advisory
- Stock Plan Services
- Cash Management and Lending ProductsFootnote3
- Alternative Investments
- Family Governance & Wealth Education
- Philanthropy Management
- Lifestyle Advisory Services
Securities Agent: DE, IL, AZ, NC, OH, KS, DC, CT, WY, CA, AL, SC, RI, TX, NY, MA, GA, FL, ID, TN, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2406559
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.