The Pangaea Group at Morgan Stanley

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The Pangaea Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

Our practice offers the intimacy of a boutique, coupled with the resources of one of the premier investment firms in the world.

We help high net worth clients that include individuals, families, professional athletes, successful business owners and trusts navigate the noise that purveys Wall Street and build customized investment strategies within the context of each client’s goals, objectives and risk tolerance.

Together, we will explore a broad range of topics that are likely to influence your financial future. What we learn will become the foundation for a financial and investment strategy based on who you are and where you want to go.

We believe that working together helps to provide you with access to possibilities of potential solutions, and helps to ensure that you benefit from high levels of service. Over time, we help you navigate the noise and distractions of challenging markets, providing a sense of focus on what’s most important – your progress toward your goals.

We look forward to hearing about your goals and challenges, and demonstrating how we can help you address them.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Goals and Concerns

Your Goals and Concerns
Change as Life Changes 



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Early-to-Mid Career                                      

Late Career

In Retirement          

Concerns:

  • Accumulating Assets
  • Protecting Family
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Concerns:

  • Retirement Readiness
  • Transforming assets into income
  • Generating sufficient income to last your entire life
  • Asset preservation
  • Legacy wishes

Concerns:

  • Maintaining lifestyle and sufficient income
  • Meeting healthcare and other unforeseen expenses
  • Legacy wishes
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Portfolio Management Process

4 Step Process


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ESTABLISH FINANCIAL OBJECTIVES
  • Work with you to establish a realistic set of objectives based on:
    • Your financial goals
    • Time horizon
    • Liquidity needs
    • Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY

  • Develop an investment strategy designed to help produce optimal portfolio performance
  • Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS

  • Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS

  • Monitor your portfolio to track its performance relative to your stated objectives
  • Modify the portfolio on a discretionary basis as your needs and circumstances change over time


Reserved Living and Giving

Reserved Living and Giving


Sharing What Matters Most

Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services.  The program provides access to exclusive offers and discounts from luxury brands and curated content. 

Enjoy Reserved Living & Giving Partner Offers and Experiences

Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy.  Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.

Learn More>

Explore Insights & Inspirations

The Lifestyle section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family, healthy aging, travel, and philanthropic inspiration. 

Learn More>


*Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived .


Charitable Giving/Philanthropy

Transforming Passion into Action

Do you have a passion that you'd like to transform into an actionable plan that benefits others?  We, along with our partners1 across the firm, can help you:

  • Define your charitable interests and identify nonprofits that work in those areas
  • Select charitable vehicles that may address your needs
  • Implement plans to help ensure that your charitable dollars are well spent
  • Seek nonprofit board placements that complement your passion
  • Conduct research on specific charities and areas of charitable interest
  • Introduce you to like-minded philanthropists
  • Find ways to involve children and other family members in your giving
  • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations

Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning. In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:

  • Which childhood lessons about money related to giving have carried over into your life as an adult?
  • As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
  • Describe the nonprofits you support. What is your reason for giving to these organizations?
  • What single charitable gift or activity has given you the most joy?
  • Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?


1 Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.


Location

Location

  • 6037 La Flecha Po Box 415
  • Rancho Santa Fe, CA 92067


    Meet The Pangaea Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Ready to start a conversation? Contact The Pangaea Group today.

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