The Gonzalez-King Group

Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.

Discussing family wealth and financial matters with children can be daunting for families. Read the linked article from Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley, for more information about navigating this delicate subject.

The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.

Our goal is to help prepare the next generation of leaders, parents, philanthropists, innovators, trustees, executors, board members, and investors by empowering you with the knowledge and tools needed to achieve your goals.

While the process of Estate Planning can seem intimidating, the process can be streamlined into a digestible way that simplifies mapping our your taxes, trusts, and gifting opportunities.

It's not always easy to bring up financial matters within your family, but doing so doesn't have to be a struggle. Having these dialogues can be paramount in not only avoiding future setbacks, but developing a healthy collaboration when it comes to family wealth.

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.

The Spousal Lifetime Access Trust (SLAT) serves as an estate planning tool for donors hesitant about losing control over their assets while aiming to minimize federal estate taxes.

Estate planning may minimize transfer taxes and allow one to retain some control over gifted property. Which estate planning strategies are employed, and when, depends on you.

Holding a large position in a single stock, whether from stock awards, inheritance, or past investments, can signal success but also introduces potential risks due to lack of diversification. It's important to assess whether a concentrated position might pose future financial challenges.

Equity compensation is a form of non-cash pay that represents ownership in the company, typically offered as stock options, restricted stock units (RSUs), or performance shares, and is designed to align the interests of employees and shareholders by providing employees with a stake in the company's success.

Strategically utilizing your equity compensation can significantly enhance your financial roadmap, potentially accelerating milestone achievements and offering greater flexibility for long-term plans. Learn to leverage your equity compensation toward reaching your financial goals.

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.

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

At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

Morgan Stanley's Private Markets Platform provides Wealth Management clients with various transactional opportunities in private company securities.

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

Morgan Stanley offers a full range of separately managed strategies that you won't find everywhere – including equity, fixed income, multi-asset, responsible investing and alternatives.

No matter what your philanthropic ambitions, Morgan Stanley can help you translate good intentions into an impactful strategy. From finding your cause to creating your own foundation, we are here to help.

Direct Indexing may benefit many types of investors based on their investment objectives. Direct indexing is an investment strategy in which an investor directly owns the individual stocks composing an index, rather than investing in mutual funds or ETFs.

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.

Reducing the current tax liabilities on your investments can help enhance your overall returns. Implementing our Tax Management Services in a taxable managed investment portfolio, known as a Unified Managed Account (UMA), seeks to offer you professional and tax efficient portfolio management to help meet your unique financial goals.