Moore Smith Piorkowski Bassham Group at Morgan Stanley

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Moore Smith Piorkowski Bassham Group

OUR MISSION STATEMENT

We are an exclusive investment boutique within a global financial firm, delivering sophisticated solutions to ultra high net worth families

Our Story and Services

Welcome

Our Team is dedicated to serving the nation’s most affluent clients, including some of the most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  We are an exclusive investment boutique within a global financial firm, delivering sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. With direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control






Banner image courtesy of Brotherhood, America's Oldest Winery


 

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Cash Management
  • Business Succession Planning
  • Financial Planning
  • Trust Accounts
  • Philanthropic Services


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

Why Choose Us

You deserve to have a long-term relationship with the people who are helping manage your money.
We are fortunate to work with some of the nation’s most interesting and successful families and we anticipate those relationships will last for generations. With our long term focus in mind, we are selective in choosing the families with whom we work. As a result, our clients do not experience segmentation, reassignment, or new minimums.

You deserve a custom portfolio that is designed to fit your goals, risk tolerance, and liquidity needs.
No two clients are the same, thus no two portfolios should be the same. Our team helps you manage your money; we do not simply echo a far-flung committee that makes portfolio decisions. When we make a recommendation, it is based on the views of Morgan Stanley, third-party managers, and our knowledge of the markets. We will not craft a portfolio until we understand your goals, aspirations, and preferences. Only then can we customize a portfolio designed to meet your needs.

You deserve to have your advisors on the same side of the table as you.
Our fee and commission structure is both transparent and competitive. More importantly, our advisory fees are the lifeblood of our team’s revenue which means our clients are our highest priority. Our team succeeds when our clients succeed.

You deserve a firm with a truly open architecture.
The Morgan Stanley platform allows us to choose from a vast array of investments, vehicles, and third-party managers—without the constant pressure of internal products.



You deserve to work with a talented, experienced and ethical team of individuals.
With years of investment experience, we have built a team of elite advisors. Our six member team and the resources of Morgan Stanley’s Wealth Management platform allow us to achieve our top priority: being, at all times, fully dedicated to our clients. We treat you and your family just like we treat our family: with honesty, integrity, and passion. We have built our team to ensure that we are large enough to provide every resource our clients need, but small enough to know each client and their family on a personal level.

You deserve the best advice across your entire wealth picture.
Your complex wealth picture includes real estate, private investments, debt, retirement assets, philanthropy, and an ever-growing family with their own set of concerns. Our team has spent years advising clients on estate planning strategies, family governance, budgeting, and borrowing.

You deserve to work with a firm that makes your life easier.
You should expect your advisors to open accounts quickly and streamline all your service needs. In addition, Morgan Stanley has continued to invest in the client platform, including modern tools for online trading, e-Signing of documents, mobile apps, and real time investment information.


*Matthew Smith, Financial Advisor (8 years); Robert Moore, Portfolio Manager (17 years); Jon Piorkowski, Portfolio Manager (9 years); Jonathan Bassham, Financial Advisor (10 years); Allison Sterling, Consulting Group Analyst (4 years)

Our Clients

Clients

We built our practice on a desire to have life-long relationships with our clients.  Over the years, we have had the privilege of working with some of the nation's most interesting and successful families across the country.

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Family Office Services

We provide access to an expansive suite of services you might only expect from the most sophisticated family offices:

  • Family Governance and Wealth Education
  • Philanthropy Management
  • Education Programs
  • Custody Services
  • Performance Management
  • Personal Financial Summary
  • Health Advisory 1
  • Lifestyle Advisory 1
  • Personal Security 1

 For a more detailed description of Family Office services provided by our team and Morgan Stanley, click here.



1 Services provided by third parties and affiliates and not Morgan Stanley


Location

Location

  • 200 Crescent Court Suite 900
  • Dallas, TX 75201


    Business Owners

    Building a successful business takes many years, hard work, and teamwork.  Selling a business is often the same: years of planning, months of hard effort, and a team of professionals to help navigate the process.  Below are resources from Morgan Stanley to assist our clients considering a sale.

    Exiting Your Business

    How a Buy-Sell can Help

    Tax, Trust and Estate Planning Considerations



    Our team continues to work with clients long after the sale of their business.  In addition to the legal complexities of the sale, there are several family and portfolio considerations.

    Family Mission Statement
     
    List of Corporate Trustees

    Estate Planning Firms in/around Dallas

    Private Foundations

    Estate Planning as a Family


    Meet Moore Smith Piorkowski Bassham Group

    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

    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

    Mosaic

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

    Ready to start a conversation? Contact Moore Smith Piorkowski Bassham Group today.

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