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.
Charitable Planning: In the Case of Modest Charitable Inclinations

Charitable Planning: In the Case of Modest Charitable Inclinations

A charitable remainder unitrust (CRUT) is a split-interest trust with charitable and non-charitable beneficiaries. Consider the case study of an investor who is seeking to diversify a large position of zero basis stock.
Learn more about Charitable Planning: In the Case of Modest Charitable Inclinations
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.
Learn more about Art as An Asset
The Allure of First Impressions: Understanding the Anchoring Bias

The Allure of First Impressions: Understanding the Anchoring Bias

Anchoring is a cognitive bias that often leads to inaccurate and illogical judgments. Helping clients think twice may be among the most important things advisors do.
Learn more about The Allure of First Impressions: Understanding the Anchoring Bias
Planning With Life Insurance for a Child With Special Needs

Planning With Life Insurance for a Child With Special Needs

If you have a child who has special needs, at some point you have probably thought, "What will my child's life be like when I'm no longer around?"
Learn more about Planning With Life Insurance for a Child With Special Needs
You Hold the Keys to Our Best Ideas

You Hold the Keys to Our Best Ideas

One of Morgan Stanley’s core values is “Lead With Exceptional Ideas,” and we are committed to bringing you our most innovative thinking. When it comes to family wealth planning, remember that you hold the key to our best ideas.
Learn more about You Hold the Keys to Our Best Ideas
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
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.

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 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 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.