The Sackler Group at Morgan Stanley

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The Sackler Group

OUR MISSION STATEMENT

Helping clients keep up with the pace of change in their lives.

Our Story and Services

Dealing With Change

Some of life’s most meaningful events involve change. Some are joyous: marriage, the birth of a child or grandchild, a career move, retirement. Some are major liquidity events, like a sale of stock or a business. Others are difficult: divorce or death of a loved one. But most changes bring financial challenges. We help clients prepare for and navigate life’s transitions so they can keep up with the pace of change, have time to reflect, and satisfy lifestyle and legacy concerns.

Lori’s story: Why my work is meaningful to me
Helping people keep up with the pace of change in their lives has been a personal passion for me since I was 24 years old. That’s when my mother died, leaving me untethered and unprepared, especially financially – I had no idea how to manage money, plan ahead, think strategically, make smart decisions, or even set goals. Becoming financially independent required knowledge I didn’t have, at a time when my world had been turned upside down. I quickly realized I needed to respond to the challenge and take action. I read books, took courses, asked questions, and learned everything I could about the subject of money. Over time my mission became clear - to work with people facing change or unexpected adversity, and help make their transitions easier. After finishing a graduate degree in music, I enrolled in business school, working as a teaching assistant and piano instructor to pay my way. I enrolled in classes to earn my CPA and CFP designations, and eventually my Certified Investment Management Analyst certificate at the Wharton School. The learning has been constant as has my passion for my work.

Thirty years later, I have recently earned Morgan Stanley’s most exclusive designation – the Family Wealth Directorship, achieved by fewer than 2% of the firm’s Financial Advisors. Though my knowledge and skills have evolved, my commitment remains the same — to help people deal with change and use their money to achieve all that is important to them.

Services Include

  • Lifestyle: Balance sheet, cash flow, education spending, retirement plans, annuities
  • Risk: Investment and financial, life and disability insurance, life insurance trusts, long-term care insurance
  • Investment: Asset allocation, investment management, alternative investments, private portfolio management
  • Legacy: Strategic estate planning, trusts, multi-generational planning
  • Banking: Lending, mortgages, cash management
  • Family Governance and Wealth Education: Governance structures, documents, wealth education plans
  • Philanthropy Management: Charitable giving, philanthropic services (advisory, giving, connections)
  • Lifestyle Advisory: Art, personal security, home, health


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

Location

Location

  • 61 South Paramus Road
  • 3rd Floor
  • Paramus, NJ 07652


    Working With You

    Working With You

    We work with clients to manage with life’s transitions, helping them and their families achieve all that is important to them. As a result of this long-term, multigenerational approach, we take care to develop enduring relationships with our clients, built around shared values. The Sackler Group at Morgan Stanley has established eight clearly articulated Core Values – each member of our team is dedicated to putting these ideals into practice every day.

     

    Our Core Values


    • We are committed to service, responsiveness, integrity, and frequent and personal communication
    • We will use our knowledge, skills, financial and investment experience of both our staff and Morgan Stanley to serve your goals
    • We are client-focused and personally committed to your success
    • Our team’s culture embraces creativity, different perspectives and fresh opportunities. We value candor, honesty and fairness, in our lives, careers and communities
    • We believe in and practice employee ownership and accountability; accordingly, we stand behind the integrity of our Firm
    • We re-invest our resources in people and technology, because we believe that ongoing education and service is the hallmark of long-term relationships
    • We insist on meticulous attention to detail and scrutiny in both planning and execution
    • We will work tirelessly to both earn and keep our clients’ trust – we believe in guidance and financial advice, service and perspective

    In The Press

    In The Press

    Our Clients

    Clients

    To help ensure top-notch service, we limit our practice to a select group of clients – mostly senior executives and professionals who want customized advice and thoughtful solutions.
    Our team is particularly pleased to work with successful women. Lori is a passionate advocate for professional women, and one of the country's leading female advisors.

    What clients say about the Sackler Group

    A new perspective averts a disaster

    Composer Gustave Mahler said "All that is not perfect down to the smallest detail is doomed to perish." In wealth management, even a small detail can make all the difference.

    For example, one client had spent her life building a business enterprise with her partners. She came to us with clear goals and a wealth plan in place. We did a thorough discovery process nonetheless, during which we found a potentially devastating flaw in her estate planning – she had no protection against estate tax liabilities, putting her partnerships in jeopardy! We quickly took appropriate measures, but I think of her often – as a reminder to consider every detail and contingency, envision each scenario, plan for every potential transition.

    "I'd like to take you out for lunch."

    Reviewing a long relationship over lunch

    On the day of our lunch, I reviewed his files. He was a retired partner of a major consulting firm, and a long-term client with whom we had planned and executed a comprehensive wealth management plan, based on his retirement, estate and charitable giving goals. Everything had gone as planned despite a few market downturns along the way. But still, I was nervous when I sat down across from him at the restaurant. "I just wanted to personally thank you," he said. "for helping my wife and me achieve all we had hoped for." What a nice surprise! It was a wonderful reminder of how our work makes a difference for our clients.

    The case studies presented are provided for illustrative purposes only. Past performance is no guarantee of future results.   The information has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness.   Each customer’s specific situation, goals, and results, may differ.

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Since life insurance is medically underwritten, you should not cancel your current policy until your new policy is in force.  A change to your current policy may incur charges, fees and costs.  A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy.  You should consult with your own tax advisors regarding your potential tax liability on surrenders.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 and other legal matters.

    Meet The Sackler Group

    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

    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

    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.

    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

    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

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

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    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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