The Burton-Harding Group at Morgan Stanley

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Specialized wealth management services tailored for ultra-high-net-worth families, addressing complex, multigenerational financial issues. These services include estate planning, family governance, wealth education, philanthropy management, and investment strategy, all integrated with private wealth advisor support.

Morgan Stanley's Estate Planning Strategies provide guidance on preserving and transferring wealth efficiently across generations, incorporating tax planning, trusts, and charitable giving.

Morgan Stanley's Wealth Strategies provide tailored investment planning tools to help clients align their portfolios with estate plans, tax situations, and financial goals. They focus on strategic asset allocation, risk management, and long-term growth, considering individual circumstances like liquidity needs and beneficiary profiles.

These services offer customized investment solutions through its Outsourced Chief Investment Officer (OCIO) platform, leveraging 30 years of experience. They provide tailored asset allocation, manager selection, risk management, and comprehensive reporting for ultra-high-net-worth families and institutions.

This helps individuals, families, and foundations achieve their charitable goals through customized strategies, donor-advised funds, and operational support. We offer advisory services, grant-making solutions, and educational resources to maximize philanthropic impact.

Signature Access and Lifestyle Advisory provides bespoke solutions for ultra-high-net-worth clients, including travel and concierge services, health and security advisory, tangible asset management, and financial administration. It also offers exclusive access to the Reserved Living & Giving loyalty program.

Our process begins with a detailed conversation that identifies what is truly important to you. During this meeting, we'll ask a series of question to provide an in-depth understanding of your personal, professional and financial situation, while educating you about your long-term investment goals, time horizon and tolerance for risk. If you own a business, we may also discuss your current cash management needs and plans for growth.

From this ongoing dialogue, we'll analyze your current situation and begin to develop specific strategies to help achieve your goals. This analysis will address income and retirement planning, investment management, strategic borrowing, wealth transfer and business succession planning. Your customized plan will also include asset allocation strategy designed to help achieve your financial goals in light of your risk tolerance and investment time horizon. Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Once you've approved your plan, we will begin to execute each strategy, working closely with you to help ensure each of the various elements of your plan effectively integrate with one another. Wherever appropriate, we will suggest seeking in-depth advice from professionals on particularly complex issues we've identified, such as estate planning. Whatever approach we implement, we will help keep your strategy on track.

You will receive a timely review that outlines your portfolio's performance, helping you track your progress. Moreover, when your personal situation or market conditions change significantly, we will suggest appropriate adjustments to your portfolio to help it remain aligned with your goals.

Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.

Private Credit investing is an essential component of Morgan Stanley Investment Management's alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.

Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.

Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry's leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.

We specialize in managing custom alternative investment solutions that enable us to address the unique risk, return and liquidity objectives of our clients.