Eliah S. Najjar
Senior Investment Management Consultant, Managing Director, Investing with Impact Director
Phone:
(312) 453-9143(312) 453-9143
Morgan Stanley Private Wealth Management
The 92nd Group
Direct:
(312) 453-9143(312) 453-9143
Our Mission Statement
To provide families of multi-generational wealth: first with superior investment advice, which includes strong performance and risk management; second with thoughtful advice about their total wealth, including their businesses and non-investment assets; and third, to help them with the governance of their family, the development of their human capital opportunities, and the creation of their legacy.
Welcome
The post-internet world is becoming increasingly complex at an increasing rate, and only a dominant firm such as Morgan Stanley Private Wealth Management can field the hundreds of experts and specialists that go into creating superior outcomes for our clients. Our team members then deliver a luxury-hotel level of service and responsiveness to free your time for the most valuable things in your life.
Based in Chicago, but with a nationwide presence, 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. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Team Highlights:
• Elite Chicago Morgan Stanley PWM team with ~$1.5B AUM, as of January 2022
• Thoughtful, comprehensive wealth management services for our entrepreneurial, multigenerational, and high-net-worth clients;
• Personal, customized, responsive attention through a concierge-level of service;
• Deep resources in Sustainable and Values-based Investing;
• Broad, deep experience with significant families and clients. We have seen the successes and failures, and the unintended consequences of decisions made early in the process.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Based in Chicago, but with a nationwide presence, 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. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Team Highlights:
• Elite Chicago Morgan Stanley PWM team with ~$1.5B AUM, as of January 2022
• Thoughtful, comprehensive wealth management services for our entrepreneurial, multigenerational, and high-net-worth clients;
• Personal, customized, responsive attention through a concierge-level of service;
• Deep resources in Sustainable and Values-based Investing;
• Broad, deep experience with significant families and clients. We have seen the successes and failures, and the unintended consequences of decisions made early in the process.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Check the background of Our Firm and Investment Professionals 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 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.
TRANSACTION PLANNING
Many of our clients come referred to us in advance of a potential liquidity event. In advising them, we separate our advice into three distinct phases.
PRE-LIQUIDITY
There are many things for the client to consider before approaching investment bankers or potential buyers. Because of our experience in middle-market mergers and acquisitions and exit planning, we try to get clients to specifically address 3 things:
1. Deciding what to sell; to whom; and when – some parts of your business may be of more value to you than to potential buyers. You may want to keep these. Would you rather have management or family own the company even if it’s at a lower price? Also, do you feel you are too young to sell, or would you rather start another idea?
2. Fix problems now, before any one else’s opinion is affected…“You only have one chance to make a first impression”
3. Maximum value is achieved through an auction process. Get several buyers into a competitive bid process. Do not approach buyers one at a time.
Before undertaking a sale or monetization, we help clients think through various estate planning and tax sensitive strategies to maximize after-sale proceeds as well as optimize generational wealth transfer.
We also work to understand your objectives and long-term goals for your family, so we can examine your estate plan in light of a potential transaction, adjust for actions you should take before liquidity, and help stress-test the possible outcomes against your desired outcomes.
AT-LIQUIDITY
Often the time leading up to the sale of a business is stressful. There are endless tasks and managing the process is all-encompassing. Our advice is that clients should leave long-term investment decisions for another day. Instead, we engage our Morgan Stanley colleagues specializing in Strategic Liquidity Management. Together, we build clients customized cash management portfolios that tailor fixed income maturities with our clients' specific liabilities and risk tolerance.
POST-LIQUIDITY
Once we have an effective cash management strategy in place, and our clients are ready, we begin the long-term investment and family office planning process. This is when we take a deep dive into your personal and unique circumstances, goals, and situation.
PRE-LIQUIDITY
There are many things for the client to consider before approaching investment bankers or potential buyers. Because of our experience in middle-market mergers and acquisitions and exit planning, we try to get clients to specifically address 3 things:
1. Deciding what to sell; to whom; and when – some parts of your business may be of more value to you than to potential buyers. You may want to keep these. Would you rather have management or family own the company even if it’s at a lower price? Also, do you feel you are too young to sell, or would you rather start another idea?
2. Fix problems now, before any one else’s opinion is affected…“You only have one chance to make a first impression”
3. Maximum value is achieved through an auction process. Get several buyers into a competitive bid process. Do not approach buyers one at a time.
Before undertaking a sale or monetization, we help clients think through various estate planning and tax sensitive strategies to maximize after-sale proceeds as well as optimize generational wealth transfer.
We also work to understand your objectives and long-term goals for your family, so we can examine your estate plan in light of a potential transaction, adjust for actions you should take before liquidity, and help stress-test the possible outcomes against your desired outcomes.
AT-LIQUIDITY
Often the time leading up to the sale of a business is stressful. There are endless tasks and managing the process is all-encompassing. Our advice is that clients should leave long-term investment decisions for another day. Instead, we engage our Morgan Stanley colleagues specializing in Strategic Liquidity Management. Together, we build clients customized cash management portfolios that tailor fixed income maturities with our clients' specific liabilities and risk tolerance.
POST-LIQUIDITY
Once we have an effective cash management strategy in place, and our clients are ready, we begin the long-term investment and family office planning process. This is when we take a deep dive into your personal and unique circumstances, goals, and situation.
ENTREPRENEUR RESOURCES
By engaging our team, you gain access to the intellectual capital and vast resources of our firm to help you manage your personal finances. Private Wealth Management can extend that range into your professional life, delivering the capital markets and institutional investing solutions needed to help pursue the strategic ambitions of your enterprise.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Insights for Entrepreneurs
Location
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Direct:
(312) 453-9143(312) 453-9143
Meet The 92nd Group
Drew Cleereman, CFP®, CIMA®*
Assistant Vice President, PWM Wealth Management Associate
Phone:
(312) 453-9175(312) 453-9175
Ben Wolter
Private Wealth Management Analyst
Phone:
(312) 453-9146(312) 453-9146
Zack Mappa
Registered Client Service Associate
Phone:
(312) 453-9470(312) 453-9470
About Eliah S. Najjar
Eliah is an Managing Director and a Senior Investment Management Consultant with Morgan Stanley in the firm’s Private Wealth Management Group. He joined Morgan Stanley in 2004, and has spent his entire career working with ultra-high net worth families. Prior to joining Morgan Stanley, Eliah began his career at JP Morgan’s Private Bank in Chicago and worked for a brief time at Lehman Brothers. In his role, Eliah works with families to understand their investment goals and objectives, and assists in the development and implementation of solutions for these families. Furthermore, Eliah works across generations within families to help ensure long-term relationship continuity, and to ensure the understanding of basic financial principles across the generations. Additionally, Eliah is part of a select group of advisors at Morgan Stanley that has earned the firm’s “Impact Director” designation, qualifying him to create investment portfolios that address issues of sustainability and social change or adhere to religious principles. In 2019, Eliah was first named to the list of Forbes Best-in-State Financial Advisors. He currently serves as the sole Private Wealth Management representative on the Morgan Stanley Great Lakes Region Financial Advisory council.
Eliah and his family are deeply involved with Roberti Community House, which works to provide food and educational resources to help foster talent and skill development in the Waukegan, Illinois community. Eliah is also a direct supporter of the Catholic Charities, Lake Forest Country Day School, Pathways.org and Sinai (Chicago) Health System. Eliah serves on the Parish Council of St. Patrick’s Catholic Church (Lake Forest) and was recently a Board and finance committee member of the Lake Forest Symphony. Eliah received his MBA from the Ross School of Business at the University of Michigan in 2004, with concentrations in finance and corporate strategy. He received his BA magna cum laude in Economics from Northwestern University in 1999. He currently resides in Lake Forest, Illinois with his wife and two daughters.
Disclosures:
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Eliah and his family are deeply involved with Roberti Community House, which works to provide food and educational resources to help foster talent and skill development in the Waukegan, Illinois community. Eliah is also a direct supporter of the Catholic Charities, Lake Forest Country Day School, Pathways.org and Sinai (Chicago) Health System. Eliah serves on the Parish Council of St. Patrick’s Catholic Church (Lake Forest) and was recently a Board and finance committee member of the Lake Forest Symphony. Eliah received his MBA from the Ross School of Business at the University of Michigan in 2004, with concentrations in finance and corporate strategy. He received his BA magna cum laude in Economics from Northwestern University in 1999. He currently resides in Lake Forest, Illinois with his wife and two daughters.
Disclosures:
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Securities Agent: CA, UT, SD, ME, PA, IA, CO, TX, MT, MD, LA, ID, WY, NC, MO, NM, NJ, FL, AZ, TN, KS, WI, WA, NY, DE, GA, DC, OR, OH, NV, MN, MI, IN, MA, IL, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1375298
NMLS#: 1375298
About Drew Cleereman
Drew is a Wealth Management Associate with Morgan Stanley’s Private Wealth Management division. In his role, Drew supports The 92nd Group with the planning and management of ultra-high net worth client assets. Drew joined The 92nd Group in 2024 after previously serving as an Investment Analyst for the Graystone Consulting, from Morgan Stanley team in Green Bay, Wisconsin. Drew brings to the team over 5 years of industry experience.
Drew graduated from Lake Forest College in 2019 with a B.A. in Finance and concentration in Computer Science. He currently resides in Grayslake, Illinois with his wife, Megan, and their daughter. When away from the office, he enjoys fishing, taking his dog for walks, and spending time with friends and family.
*Disclaimer: This role cannot solicit or provide investment advice
Drew graduated from Lake Forest College in 2019 with a B.A. in Finance and concentration in Computer Science. He currently resides in Grayslake, Illinois with his wife, Megan, and their daughter. When away from the office, he enjoys fishing, taking his dog for walks, and spending time with friends and family.
*Disclaimer: This role cannot solicit or provide investment advice
About Ben Wolter
Ben is a PWM Analyst with Morgan Stanley’s Private Wealth Management division. In his role, Ben supports The 92nd Group with the planning and management of ultra-high net worth client assets. Ben joined The 92nd Group in 2023 after previously supporting the team as an intern in 2022.
Ben graduated from Northwestern University with a BA in Economics, minoring in Computer Science. During his time at Northwestern, he served as a Student Ambassador for Movember, a global charity that raises awareness and funds for men’s health issues. In his free time, he enjoys playing soccer, training in Brazilian Jiu-Jitsu, and spending time with friends and family. Ben was raised in Kansas and currently resides in Chicago, Illinois.
Ben graduated from Northwestern University with a BA in Economics, minoring in Computer Science. During his time at Northwestern, he served as a Student Ambassador for Movember, a global charity that raises awareness and funds for men’s health issues. In his free time, he enjoys playing soccer, training in Brazilian Jiu-Jitsu, and spending time with friends and family. Ben was raised in Kansas and currently resides in Chicago, Illinois.
About Zack Mappa
Zack is a Client Service Associate with Morgan Stanley’s Private Wealth Management division. In his role, Zack supports The 92nd Group with the planning and management of ultra-high net worth client assets. Zack joined The 92nd Group in 2024 after previously working as a financial advisor for Equitable Advisors.
Zack graduated from Purdue University with a B.A. in Financial Counseling and Planning. During his time at Purdue, he was the treasurer of his fraternity and was also a founding member of the university’s Financial Planning Association chapter. Zack currently resides in Chicago, Illinois with his fiancée, Hannah. In his free time, he enjoys playing pickleball, exploring new restaurants and spending time with friends and family.
Zack graduated from Purdue University with a B.A. in Financial Counseling and Planning. During his time at Purdue, he was the treasurer of his fraternity and was also a founding member of the university’s Financial Planning Association chapter. Zack currently resides in Chicago, Illinois with his fiancée, Hannah. In his free time, he enjoys playing pickleball, exploring new restaurants and spending time with friends and family.
Contact Eliah S. Najjar
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Mike Manson
Private Banker
Mamta Shah
Trust Specialist
Lynn King
Family Office Resources Generalist
About Mike Manson
Mike Manson is a Private Banker serving Morgan Stanley Private Wealth Management and Wealth Management offices in Illinois.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Mike began his career in financial services in 2010 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.
Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post-Baccalaureate Certificate in Finance from Northwestern University.
Mike and his family reside in Glenview, Illinois. Outside of the office, Mike enjoys early morning workouts, golf, and playing 12-inch softball.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Mike began his career in financial services in 2010 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.
Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post-Baccalaureate Certificate in Finance from Northwestern University.
Mike and his family reside in Glenview, Illinois. Outside of the office, Mike enjoys early morning workouts, golf, and playing 12-inch softball.
NMLS#: 728335
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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On the Markets
Wealth Management
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Portfolio Insights
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.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
