The VanDusen Epstein Group at Morgan Stanley

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The VanDusen Epstein Group

OUR MISSION STATEMENT

Serving as your Family Office, we offer best-in-class wealth management to help you create the lifestyle you desire and the legacy you imagine.

Our Story and Services

Your Family Office

Whatever your concerns, we will work closely with you to thoughtfully craft an investment portfolio aimed at protecting your capital, meeting your current financial needs, and creating the future you desire for yourself and your loved ones. We will keep you fully informed at each step, and we will implement our plan and review it with you regularly. We are proud of the service and resources that we offer our clients, and we welcome the opportunity to offer this same level of excellence to you, your family, or institution.  If you would like to discover how we can help you plan for your future, please reach out to us today.

Services Include

  • Alternative Investments
  • Asset Management
  • Business Planning
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Planning for Education Funding
  • Retirement Planning
  • Trust Accounts
  • Wealth Management


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

Our Values

Your investments should not be driven by emotion, left to chance, or exposed to undue risk. At The VanDusen Epstein Group, we don’t act on hunches or invest in the flavor of the month. The investment decisions we make for you will be based on a thoughtfully devised process and strategy. We work with you to define your goals and construct a portfolio that aims to reach them.

With more than 100 years of combined experience in financial services, as well as tax, estate, and corporate planning strategies, our team has the knowledge base and extensive skills to help our clients prepare for the future they desire. We are an award-winning team of Wealth Advisors who offer a full spectrum of wealth management strategies for business owners, corporate professionals, their families, and institutions.

The VanDusen Epstein Group has the talent, the vision, and the passion to help our clients achieve their dreams. We look forward to becoming your financial allies as we work together toward the future you imagine.



We Believe...

In one ring, not two.

When our clients call us, we answer the phone. It sounds simple, but we believe strongly that part of our commitment to you is to be there when you need us. We are dedicated to our clients, so we won’t relegate you to voicemail and leave you wondering if anyone received your message. We will absolutely answer your calls and your concerns will be heard.
 

Less is more.
We limit our practice to a small base of clients, because we value meaningful and long-lasting relationships. Truly knowing the clients we serve is fundamental to helping them achieve their goals.

No one in the world is quite like you.
We want to know everything about you. We need to understand more than just your assets in preparing for your hopes and guarding against your fears. A complete assessment of your unique financial situation allows us to create a custom plan which includes the tools needed to help prepare you for life’s events.

Family is everything.
Serving as your Family Office, we will stand with you and engineer the intricate moving parts of your financial world into a cohesive, forward-thinking machine. When Ryan brought his career experience on tax, estate and corporate planning matters to the team, we became a Family Office with the distinctive skillset and collective aptitude to provide you with practical and sophisticated guidance for all your planning needs, no matter the complexity. We will strive to simplify your life and maximize the impact of your wealth.


With Morgan Stanley

The Morgan Stanley Global Investment Committee




Morgan Stanley is…


Preeminent Intellectual Capital…



Meet The VanDusen Epstein 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

Ready to start a conversation? Contact The VanDusen Epstein Group today.

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