Private Wealth Management

With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth

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Helping You Realize Your Vision

Expect custom advice, a personalized approach, and first-class service from your Morgan Stanley Private Wealth Management team. Our goal is to preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come..

Managing Significant Wealth

Wealth Management focuses exclusively on helping affluent families and individuals address the complex, multidimensional challenges of managing significant wealth. Watch to see the commitment, capabilities, approach, and values we deliver to the clients we serve.

Access to Specialized Services

We tailor a fully integrated wealth management plan based on your individual needs—strategies to invest assets, transfer wealth, manage risk, maximize philanthropic impact, reduce family conflict and enhance your lifestyle and broaden your connectivity to institutional offerings, financial analysts, industry leaders and like-minded peers for comprehensive, personalized strategies.

Alternative Investments

As a leading provider of alternative investment strategies, our team delivers differentiated offerings and custom alternative investment programs to help meet the unique needs of ultra-high net worth clients. Our expertise spans private equity, real assets, private credit, hedge funds and digital assets.

Family Office Resourcesx

We offer extensive specialized resources for UHNW clients in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art and collectibles.

Risk Management

Morgan Stanley’s risk management technology solutions and analytics help Private Wealth Advisors implement best practices, mitigate risk, and make meaningful impact in our client portfolios.

Impact Investing

Covers the entire structure of your residence in addition to your personal belongings. This type of policy also includes coverage for your liability for injury that may occur in your home and outside of your residence.