Morgan Stanley
Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions. They advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. Morgan Stanley provides a customized approach to help our clients make complicated decisions confidently; drawing on deep, specialized experience, we tailor individualized plans to address our clients’ complex, multigenerational financial goals and family mission. In addition, they integrate investment management with Family Office Resources solutions which includes family governance and wealth education, philanthropy management, tax trust and estate advice, trust services, lifestyle advisory, and more.
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What matters to the next generation?
Beyond service offering and financial returns, there are other factors that we also compare different providers on.
Clear purpose
Having a clearly communicated purpose that tells us "why" they exist and what they stand for.
Transparency
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Authentic sustainability
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Equality & diversity
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Agility
In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial.
Digital excellence
Today where digital is a given, we explore how integrated are they to this new reality?
