Private Wealth Management

A relationship with Morgan Stanley Private Wealth Management is one of the most distinctive in the financial world. Focused exclusively on your needs and those of your family, it commits Morgan Stanley's resources to achieving your goals. Your Morgan Stanley Private Wealth Advisor will work to address your most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning your family governance structure and estate plan with your values and hopes for future generations, to connecting you to the investment bankers and capital markets specialists of Morgan Stanley.

Our Commitment to You

Today, as always, we remain committed to helping our clients achieve their financial goals. At Morgan Stanley
Private Wealth Management, our dedication to you is founded on five basic principles:


  • Confidence. Trust in a firm that has navigated over 75 years of market cycles.
  • ACCESS. Morgan Stanley comprises many of the top minds and most powerful resources
    in the world.
  • FOCUS. Our specialized services are designed exclusively for wealthy individuals,
    families and foundations.
  • INSIGHT. With a unique perspective into the complex financial world, we offer strategies
    to meet your family's needs.
  • PERSONAL SERVICE. The highest level of attention is always provided to the limited number
    of families we serve.

"Since Morgan Stanley's founding over 75 years ago, one of our most distinctive values has been 'doing first class business in a first class way.' Morgan Stanley Private Wealth Management was created over 30 years ago to further demonstrate this value—and to deliver our firm—to an exclusive group of clients: successful executives and entrepreneurs, their families and foundations."

— Eric Benedict, Head of Morgan Stanley Private Wealth Management

Hundreds of Stories. One Mission. One Firm. Click here to watch our story.


Customized Approach


Find out how our step-by-step process for wealth management can be tailored to your unique needs.

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Comprehensive Capabilities


Leverage our firm's extensive range of world-class talent and global resources to help you manage your wealth.

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Your Legacy


Develop an integrated financial framework that can help you make strategic decisions related to your legacy.

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Global Perspective


By partnering with us, your financial future is in the hands of a firm anchored at the center of the global economy.

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Leadership


Meet the people behind Morgan Stanley Private Wealth Management.

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CRC670718, 2012-PS-1101