The Stonington Harbor Group

We construct and manage sophisticated portfolios built around each family's goals, time horizon, and appetite for complexity. Our clients access Morgan Stanley's full institutional platform — including private equity, hedge funds, private credit, and real assets — alongside disciplined risk management, concentrated stock strategies, and transparent reporting across every account and entity.

We take a comprehensive view of each client's financial life. Whether navigating a business sale, managing executive compensation, planning for a major liquidity event, or simply long-term capital sufficiency, we model, stress-test, and refine a plan that reflects where our clients are today and where they intend to go.

Working in collaboration with clients' legal counsel, we help design and implement estate strategies that preserve wealth, minimize transfer costs, and honor each family's intentions across generations. From dynasty trusts and GRATs to family limited partnerships and beneficiary planning, we bring both technical depth and thoughtful guidance to every engagement.

Proactive tax planning is woven into every dimension of our work. We collaborate closely with clients' CPAs and tax advisors to identify opportunities — across asset location, gain management, Roth conversions, domicile planning, and tax-efficient gifting — that compound meaningfully over time.

For families who wish to give with intention, we provide the strategic framework and practical tools to make philanthropy as impactful as possible. From donor-advised funds and private foundations to charitable trusts and structured giving programs, we help clients align their generosity with their values, their tax situation, and their legacy.

We serve as a coordination hub for our clients' full advisory ecosystem — integrating the work of attorneys, accountants, insurance specialists, and other advisors into a coherent whole. Through consolidated reporting across all assets, entities, and custodians, our clients have a clear and complete picture of their financial world at all times.

As a business owner, you've devoted your career to building your company. Now is the time to plan for what comes next: spending more time with your family and pursuing new challenges. It is a transition that is among the most complex in the business world … and life.

Whether your business is newly launched or has been thriving for many years, you might find yourself in need of financing to support growth or sustain operations. For example, your established healthcare practice might be looking to invest in the latest AI-powered diagnostic equipment, or your store might need to expand its inventory to meet a surge in online orders. Maybe your company is looking to introduce new products or services or refine existing offerings. In any case, these goals could be within your grasp—if you can get the right financing.

There's no better investment your company can make than in the people that power it. That's why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.

Equity awards are a recognition of your hard work. Let's help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help you maximize the impact of your equity.

Your unique needs call for specialized care. Signature Access can provide you with a dedicated Lifestyle Advisory Concierge to create customized solutions through our industry-leading, third-party providers. Each of our providers is selected to help you find solutions to mitigate certain nonsecurites-related investment risk, contain costs and enhance your enjoyment of life.

Making it easier on leaders to understand their equity compensation, so they can focus on what matters: moving the company forward. Our Executive Services team will help you understand how to stay compliant, while providing access to solutions that can support a diverse range of financial and lifestyle goals.

As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.

A Nonqualified Deferred Compensation (NQDC) plan can help eligible individuals fund major life events and achieve their financial goals. Because NQDC plans are unique, a Morgan Stanley Financial Advisor can help provide personalized guidance, education and insights to help you make the most of your benefit.

Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.

Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.

View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.

At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.

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