Our Story and Services

Our team serves an elite global clientele of highly affluent families, as well as their businesses, foundations and family offices. Our two partners have extensive experience across a broad range of wealth management disciplines. This enables us to create highly customized and truly comprehensive strategies to address the complex challenges that accompany generational wealth. We are also very comfortable working collaboratively as part of a larger team of advisors, delivering the powerful resources of our firm to address a specific need or provide fulfillment for a particular asset class. In essence, we leverage our experience, capabilities and Morgan Stanley’s vast resources to provide comprehensive advice in the context of your total balance sheet.

We look forward to learning more about you and your family, and to discussing our approach to helping you realize your vision of a successful life. To begin that conversation, please contact us.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Risk Management
  • Cash Management & LendingFootnote1
  • Tailored LendingFootnote2
  • Family Governance & Wealth Education
  • Tax, Trust & Estate AdvisoryFootnote3
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.

FAMILY OFFICE RESOURCES

Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.

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    Family Office Resources Overview

    As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.

    Learn More Here
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    Philanthropy Management

    Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.

    Learn More Here
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    Family Governance and Wealth Education

    For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.

    Learn More Here
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    Estate Planning Strategies

    Our experienced professionals are available to discuss various tax, trust and estate strategies with you
    and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.

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    Donor Advised Funds

    While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.

    Learn More Here
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    Trust Services

    Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.

    Learn More Here
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    Executive Financial Services

    Morgan Stanley's Executive Financial Services team ("EFS") is a dedicated team that specializes in helping key corporate insiders effectively navigate the complex landscape of insider trading and reporting requirements.

    View More Here
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    Morgan Stanley Equity Solutions

    Equity is more than shares. It's a commitment to your employees. That's why we design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.

    Learn More Here

ESTATE PLANNING

Learn more about estate planning by browsing the links below and contact us with any questions.

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    US Legacy Income Trusts Brochure

    The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor-advised funds.

    Learn More Here
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    Spousal Lifetime Access Trusts (SLAT) Illustration

    View the presentation below to learn more about SLATs.

    Learn More Here
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    Gifting the Estate Tax Exemption While Maintaining Access

    The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.

    Learn More Here
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    Concentrated Position Toolkit

    The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.

    Learn More Here
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    Equity Compensation Can Have Complex Implications

    Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.

    Learn More Here
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    Maximizing Your Equity Compensation

    Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.

    Learn More Here

ALTERNATIVE INVESTMENTS

Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.

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    Morgan Stanley Alternative Investments

    Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.

    Learn More Here
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    Our Hedge Funds Platform

    Our platform offers world-renowned hedge fund managers specializing in a variety of strategies. Hedge funds have become increasingly popular with a broader segment of the investing public due to their ability to offer diversification and higher potential returns when compared to traditional equity investments

    Learn More Here
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    1031 Exchanges

    Learn more about 1031 Exchanges and the benefits that they can offer

    Learn More Here
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    Private Markets Transaction Desk

    Morgan Stanley Wealth Management announced the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market.

    Learn More Here
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    Private Equity

    Amid volatility in stocks and bonds, institutional and individual investors might seek diversification in the growing private equity secondaries market.

    Learn More Here
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    Total Tax 365

    Morgan Stanley continues to be a leader in both Alternative Investments and tax-advantaged solutions and services. Alternative Investments can do more than generate returns that are less dependent on the direction of the broader stock and bond markets. They also offer qualified investors a more versatile set of strategies for pursuing their goals.

    Learn More Here

Location

1585 Broadway
21st Floor
New York, NY 10036
US
Direct:
(212) 296-5986(212) 296-5986
Fax:
(646) 719-2961(646) 719-2961

Meet The Gonzalez-King Group

About Mark Gonzalez

Drawing on more than two decades of diverse financial services industry experience, Mark Gonzalez helps an elite global clientele of highly affluent families address the complex challenges of managing generational wealth. Mark delivers consultative services across a broad of wealth management disciplines, helping his clients tailor cohesive and comprehensive strategies across their entire balance sheets. A native Spanish speaker, Mark works with clients throughout the Americas and across Europe and is highly familiar with the unique requirements of non-U.S.-resident investors.

Prior to joining Morgan Stanley in 2020, Mark spent seven years at Deutsche Bank Wealth Management’s New York office, where he was a Managing Director and Private Banker. Prior to DBWM, he served as a Senior Vice President and Private Client Manager at US Trust, a division of Bank of America Private Wealth Management. Mark began his career in the Investment Banking division of Chase Manhattan Bank in 1999 before joining JP Morgan Private Bank following the Chase-JPM merger. He earned a B.A. in Public Policy Studies from Duke University.

Mark has served on several arts-oriented boards in New York City and Naples, Florida, including INTAR and the United Arts Council of Collier County. He also served as the co-chair of the Latinx affinity/employee resource group at both Bank of America and Deutsche Bank. Mark lives in Manhasset, New York with his wife, Julie, an OB/Gyn. They have three boys, who Mark enjoys coaching in youth sports.
Securities Agent: NY, WA, SC, DE, CO, VI, TX, GA, DC, CA, PA, NC, MA, LA, WI, FL, CT, NJ, OH, AL, NV, IL, VA, RI, MS, MD, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 574591

About Andrew King

Andrew King has focused exclusively on the needs of ultra high net worth families and their family offices for more than 18 years. Andrew’s extensive experience across a broad range of wealth management disciplines enables him to deliver highly customized and truly comprehensive strategies to address complex wealth management challenges.

Andrew joined Morgan Stanley in 2020 after eight years in the New York office of Deutsche Bank Wealth Management, where he was a Director and Investment Manager. Prior to joining DBWM, Mr. King was an Analyst at the JP Morgan Private Bank. He began his career as a Registered Associate at Smith Barney in 2006.

Andrew received a B.A. in Economics from Gettysburg College and has been working to expand his knowledge of the financial markets ever since. He earned the prestigious Chartered Financial Analyst® designation and is a member of the CFA® Society of New York where he has served as Vice Chair for the Sustainable Investment Committee and the Private Wealth Management Group. He has also published several articles in Trusts and Estates magazine.

Andrew lives in Westfield, New Jersey with his wife, Kristine, and their young children, William, Olivia and Charlie.
Securities Agent: NJ, CT, TX, SC, DC, PA, NY, NC, MD, IL, CA, OH, DE, AZ, GA, FL, WA, VA, NV, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1983594

About Araya Hebert

Araya is a Private Wealth Management Analyst for the Gonzalez-King Group at Morgan Stanley. She is responsible for providing streamlined operational support, delivering first class reporting and analysis, and promoting client engagement via utilization of the firms newest tools and initiatives.

Araya joined Morgan Stanley in 2021 as a summer analyst before completing a two year Wealth Management Rotational Program with the firm. Araya holds a degree in Finance from the University of Maryland Robert H. Smith School of Business and has obtained her Series 7 and Series 66. Originally from New Jersey, she now resides in Downtown, Manhattan.
Wealth Management
Global Investment Office

Portfolio Insights

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Funding Climate Action: Pathways for Philanthropy
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Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

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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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

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
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
1Morgan 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

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2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

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3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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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)