Morgan Stanley Launches Single Family Office Best Practices Report in Response to 10-fold Increase in Family Offices Since 2008 - Seite 3

To view a copy of the full report, please click here: https://msreserved.com/article/best_practices_for_single_family_office ...

Morgan Stanley’s Single Family Office Advisory, part of the Family Office Resources Signature Access platform, was established to provide unique, customized resources and consulting services to single family offices as well as families who are considering establishing one. The Single Family Office Advisory team leverages Morgan Stanley’s global franchise to help Private Wealth Advisors deliver tailored solutions as well as an expansive a la carte offering which enables single family offices to access everything from a single service to a fully outsourced solution covering asset management, financial administration, wealth advisory, and lifestyle and concierge solutions.

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

Signature Access Lifestyle Advisory features products and services that are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Not all offers are available to nonresident clients.

Morgan Stanley reserves the right to change or terminate the Reserved or Signature Access program or provider offers at any time and without notice. Reserved and Signature Access program participant accounts and activity are reviewed periodically to confirm that they continue to qualify for this program.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.

2020 Morgan Stanley Smith Barney LLC, Member SIPC.

¹ Forbes, The Rise of the Family Office: Where Do They Go Beyond 2019, according to EY estimates https://www.forbes.com/sites/francoisbotha/2018/12/17/the-rise-of-the- ...

View source version on businesswire.com: https://www.businesswire.com/news/home/20200630005921/en/