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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.

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Charitable Planning: In the Case of Only Modest Charitable Inclinations

A charitable remainder unitrust (CRUT) is a split-interest trust with charitable and non-charitable beneficiaries. Consider the case study of an investor who is seeking to diversify a large position of zero basis stock.

Investing in Wine: The Market for Illiquid Liquids

The market for wine has long held a mystique that markets for other alternative investments lack. Fine wines can be inaccessible from a cultural and historical standpoint, as well as an investment one.

Looking Back as Your Family Moves Forward: The Importance of Your Family’s Oral History

According to historians, oral history helps us round out our picture of the past. It enables us to create an accurate picture of history by using eyewitness accounts to provide different perspectives.

Managing Family Conflict

Conflict in families can be devastating. And all too often, when we total up the costs, the most significant ones aren't measured in dollars, but in shattered relationships.

Planning With Life Insurance for a Child With Special Needs

If you have a child who has special needs, at some point you have probably thought, "What will my child's life be like when I'm no longer around?"

The Allure of First Impressions: Understanding the Anchoring Bias

Anchoring is a cognitive bias that often leads to inaccurate and illogical judgments. Helping clients think twice may be among the most important things advisors do.

You Hold the Keys to Our Best Ideas

One of Morgan Stanley’s core values is “Lead With Exceptional Ideas,” and we are committed to bringing you our most innovative thinking. When it comes to family wealth planning, remember that you hold the key to our best ideas.

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