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.

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Navigating the Emotional Whirlwind of Selling a Business

Preparing for life after the sale of your business involves reflecting on your success and setting goals for the future.

Integrating Technology for Family Offices

A centralized system can optimize procedures, inform decisions and enhance security to drive operating leverage and scale.

Empowering New Philanthropists

Discover how NextGen philanthropists are changing the face of charitable giving and how families are approaching multigenerational collaboration.

Minimizing Your Digital Footprint

Your personal data is very valuable and may be too readily available. Discover how to protect and manage your online assets.

Enhancing Flexibility and Control with Directed Trusts

Discover how a directed trust can be a valuable tool in your estate plan.

Impact That Lasts: How to Get Involved in Policy Advocacy

Philanthropists can help achieve lasting change by considering policy advocacy. Here’s how to get started.

Indra Nooyi Shares Ideas for Empowering Talent

Morgan Stanley sits down with Indra Nooyi, former Chairman and CEO of PepsiCo, to discuss how today's leaders can shape the leaders of tomorrow.

What’s Your Relationship with Wealth? For Many, It’s Complicated.

Before engaging in family wealth-planning conversations, you may want to examine your own feelings and attitudes about wealth. Here are some questions you can ask yourself.

Women, Wealth and Investing—A Story of Evolution

Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. What it really means to empower women investors.

Preserving Artwork for Future Generations

Having an estate plan that considers your collection's legacy may help preserve its value and avoid trouble for future generations.

We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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