Morgan Stanley Private Wealth Management

Morgan Stanley Private Wealth Management recently hosted an exclusive dinner and golf outing with Professional Golfer and Morgan Stanley Brand Ambassador, Justin Rose, who shared a glimpse of the current golf landscape and showcased his skills to create an unforgettable experience for our clients. Learn more about our world-class events and networking opportunities: https://mgstn.ly/3VVWIQh

Morgan Stanley Global Sports and Entertainment is dedicated to putting clients' dreams, investments and legacies first and, most importantly, ensures they are safeguarded for the future. Congratulations Sandra L. Richards and team on a captivating new series.

Melanie Schnoll Begun, Managing Director and Head of Morgan Stanley Wealth Management’s Philanthropy Management group, works with the Firm’s most influential clients to focus, support and scale their philanthropic endeavors. Read about her three philanthropic approaches to learn how your human and social capital can be wisely used alongside your financial capital to elevate your impact, align your passions and do the most good. https://mgstn.ly/4c7ECBX

Meet Private Wealth Advisor Katerina Bakh Simonetti, CFP®, a Morgan Stanley MAKER and founder of the firm’s Military Family Support Group. https://mgstn.ly/4aO7LjT

This Asian American & Pacific Islander Heritage Month, we’re proud to share the story of Morgan Stanley MAKER Julia Yue, Head of Ultra High Net Worth Business Development for Morgan Stanley Private Wealth Management. https://mgstn.ly/3R6u2Cs

Morgan Stanley Family Office Resources can help you articulate and memorialize your family philosophy. Through established trust, we work together to explore your long-term family mission, your philanthropic mission and the challenges that come with bridging the two. Learn more about how we can help integrate philanthropy and family values into your wealth plan.

Selling your business can mean big changes for your life, both personally and financially. Considering what comes next can seem daunting but having a clear plan can help ensure the best outcome for you, your family and your business. Learn more about strategies for five important areas of your financial life after selling your business. https://mgstn.ly/3ViL4jw

Creating an estate plan can help protect your wealth and prevent hardship for your heirs. Explore the basics of estate planning, outlining the set of documents suggested for you to make your intentions clear. View the entire Wealth and Estate Planning Series: https://mgstn.ly/4avBYnV

Valerie Wong Fountain, CFA serves as Morgan Stanley's Head of Family Office Resources Platform & Partner Management, which includes responsibility for Trust Services, Single Family Office Advisory, and Signature Access. Valerie and her team help clients identify resources to enhance and uncomplicate their lives and legacies through a carefully curated platform of third-party providers. Read more about Valerie's experience at Morgan Stanley and how Signature Access, our lifestyle management and concierge services referral network, serves as the connection between clients’ financial plans and the challenges that touch every aspect of their day-to-day lives. https://mgstn.ly/3WIKYTl

Dr. Kim Henderson, Head of Morgan Stanley Wealth Management Health and Wellness Education, helps ultra high net worth clients navigate healthy choices by sharing best wellness practices and discusses the impact of both physical and mental health developments with them and their families. In honor of Mental Health Awareness Month, explore the Mental Health Giving Guide developed by Morgan Stanley's Philanthropy Management team in partnership with Dr. Henderson. https://mgstn.ly/3UtPGS5