Sophisticated Solutions for Wealth Planning Professionals
The Global Capabilities of Morgan Stanley for You and Your Clients
Our mission is simple: to provide you with an additional level of experience in navigating the multi-faceted challenges of managing your clients’ significant wealth. Our deeply experienced team, in concert with integrated specialists across the entire Morgan Stanley ecosystem, can support you in the following areas:
Educational Program for Wealth Planning Professionals
Family Legacy and Governance (FLAG) Institute
FLAG Institute is Morgan Stanley's highly esteemed virtual educational series designed to assist wealth planning professionals in integrating family governance engagements more effectively into their practices. Delivered through three curated sessions annually, the program addresses key facets of family governance around a centralized theme. Explore our 2025 FLAG Institute program, Families in Conflict: Where They Go Wrong; How They Could Do Better.
Featured Insights
Get a concise overview of how Morgan Stanley Family Office Resources can help ultra high net worth clients optimize their wealth, leave a long-term legacy and positively impact their families and communities.
Next generation video as part of wealth education series to demonstrate basic strategies as a starting point for more customized programs.
A Focus on Collaboration and Serving Your Clients Together
Your Family Office Resources Generalist and the broader team of Morgan Stanley specialists are dedicated to supporting you in serving the needs of our joint clients. By working in concert and collaboratively with all of a client’s trusted professionals, together we can more effectively accomplish the client’s goals, enhance clarity and understanding, and reduce anxiety and unnecessary complexity.
Disclosures
Not all products and services are available in all jurisdictions.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Although certain Estate Planning Strategies professionals may be admitted attorneys, these professionals holding legal degrees act purely in a nonrepresentative capacity.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
This material has been prepared for informational purposes only. It does not provide investment advice or any advice regarding the purchase and/or sale of any artwork. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. It is not a recommendation to purchase or sell artwork nor is it to be used to value any artwork. Investors must independently evaluate particular artwork, artwork investments and strategies, and should seek the advice of an appropriate third-party advisor for assistance in that regard as Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide advice on artwork.
Lifestyle Advisory Services: Products and services are provided by third-party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”).
Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC, its affiliates, Wealth Management Head of Health and Wellness Education, Financial Advisors or Private Wealth Advisors (collectively, “MSSB”) at times may discuss strategies for navigating health care issues. In doing so, MSSB may rely on and provide you with health and medical news or information. MSSB makes no representation as to the accuracy of this information. MSSB is not providing medical advice to you in this regard. You are encouraged to consult with your health and medical professionals for any matters involving your personal health care issues or other medical matters. Nothing herein shall be construed as investment advice of any kind or a recommendation of a specific health care company or service provider, as applicable.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. Not all products and services discussed herein are available through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations. Clients should consult with their Financial Advisor to understand these differences.
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