私人财富管理

莉斯丹尼斯:[00:00:02]摩raybet炉石传说根士丹利(Morgan Stanley)形成私人财富管理(00:00:05)在1977年处理的独特的和复杂的需求[00:00:10]高度富裕和各个家庭。

Oti罗伯茨:[00:00:14]摩根(00:00:15)斯坦利私人财富管理有一种说法:它是一流的业务在一个一流的[00:00:20],我们展示它的坚定承诺[00:00:25]个人关注和完美的执行和客户需要的一切。(00:00:30)

罗恩·巴苏:(00:00:30)私人财富管理的五个核心价值观是建立在公司的[00:00:35]首先把客户放在第一位,这是我们所做的最重要的事情。

安东尼DiValerio:[00:00:39]的方法之一[00:00:40]我们帮助我们的客户家庭准备未来是通过仔细听[00:00:45]今天心灵的东西上面,担心他们有可能发生。[00:00:50]利用公司的资源和主题专家,我们帮助他们预测[00:00:55]这些问题成为危机之前。

大卫Bokman:(00:00:57)作为一个超高净值客户,你总是会有[00:01:00]许多短期机会。投资机会,遗产规划(00:01:05)建议,慈善的建议。我们帮你做的是[00:01:10]利用这些机会的方式与你的长期(00:01:15)计划是一致的。

安娜Winderbaum:(00:01:17)有显著的家庭财富正在考虑[00:01:20]他们的家庭,他们的遗产,他们是如何抚养孩子,[00:01:25]值将他们的孩子们,以及他们如何在世界上有影响吗?[00:01:30]这更高的要求需要承诺和00:01:35伙伴。

Oti罗伯茨:[00:01:36]我们喜欢帮助他们思考如何让00:01:40年轻一代来确保他们留下持久的家庭遗产。

安东尼DiValerio:[00:01:45][00:01:45]我认为让我们独特不仅仅是简单地我们的承诺提供世界级的00:01:50解决方案和服务给我们的客户,但是作为一个公司不断发展,00:01:55学习与客户,并知道在未来我们将提供一个优越的[00:02:00]的产品,服务和访问我们的客户将忍受。(00:02:05)

莉斯丹尼斯:(00:02:07)我们的客户并非铁板一块。私人(00:02:10)财富顾问摩根士丹利(Morgan Stanley)所raybet炉石传说分化他们的专长(00:02:15)和广阔的知识。但真正使他们的独特之处在于他们的个人(00:02:20)客户经验和方式,他们把他们的球队的全部资源(00:02:25)给他们的客户。

家庭办公室主管董事总经理大卫Bokman资源:你是否知道与否,无论你承认与否,你是否和其他家庭成员商量,你有一个情感与财富的关系。董事总经理,主管Glenn kurland家庭治理和财富教育:我们中的许多人在家庭办公室资源与我们的客户和他们的家人定性方面的钱,每个人带来的价值观的表关于财富和它的影响,以及我们希望如何使用它作为一个家庭。这是我们的工作的重要组成部分,帮助我们的客户开始阐明哲学。大卫Bokman:投资显然是至关重要的。他们真的与客户什么摩根士丹利(Morgan Stanley)的raybet炉石传说核心。但是我们允许财务顾问和家庭解决投资问题的更广泛的上下文内长期家庭使命;什么是他们的慈善使命;什么挑战,如果有的话,他们有对家庭动力学和继任计划;房地产计划是什么样子;所有这些问题必须环境投资决策。 Melanie Knoll Begun, Managing Director, Head of Philanthropy Management: This work is led by discovery. We sit down with families in very safe environment, we let them open up, we let them establish trust with us. Our goal is to make sure that the ideas and the vision, the values and the gifts, are all aligned in their plan. Glenn Kurlander: I think family governance is about two things. First, it's about the effort to drive alignment in the family around a deeply held set of shared values. The second thing family governance is about is being realistic enough to understand that no matter how successful we are in driving alignment, nevertheless, there likely will come a time when we disagree, perhaps profoundly about something important to us as a family. Melanie Knoll Begun: Family governance and philanthropy management are intertwined. It's all based on values. So family governance and philanthropy are really aligned, and the bridge between the two is the opportunity to help those values come to fruition. We get back to the basics. We help clients think through, why are they doing this? And how can they accomplish their dreams? Glenn Kurlander: When I'm able to help a family make a difference, it's the most satisfying and gratifying feeling I can imagine. David Bokman: Success looks like a family that is more coordinated, more harmonious, more communicative, better educated, and better situated financially and personally and as a family unit than they were when they started.

家庭办公室主管董事总经理大卫Bokman资源:家庭办公室资源是一组专家在不同的学科,从遗产规划到慈善事业,家庭财富教育,与财务顾问和客户的所有问题,一个超高净值家庭将脸就像一个自然的一部分处理重要的财富。我们的使命是整体的方式处理所有这些问题。董事总经理莎拉·d·麦克丹尼尔CFA,多面手的家庭资源,财富和遗产规划战略家和艺术资源团队:这是很重要的,当人们思考财务规划和财富规划他们的全部资产。但他们也需要可能明白并不是所有是一个投资决策。在与客户合作的重要财富,世界是开放的。帮助他们找到并浏览他们想去的地方和想要作为个人,作为一个家庭,是至关重要的。瓦莱丽Wong喷泉,CFA,董事总经理,主管签名访问:我认为我帮助客户数量最是了解可能的艺术。所以很多客户来摩根士丹利(Morgan Stanraybet炉石传说ley)和他们希望投资管理服务和建议。他们不希望的是我们能提供的帮助在生活方式方面。我们试图将这些需求合并到你的财富计划,因为它是非常重要的去了解你的梦想,目标,和目标,达到所需的金融需求。 Sarah McDaniel: What we try to do is have a personal conversation with the clients. And then ultimately what we are trying to do is assemble as much about the client and who they are, personally, as individuals and as a family, and then take that as a script or a starting point then to start making recommendations on strategy or mitigating behaviors. Valerie Wong Fountain: We also provide customized consulting services to our family office clients. We can help you understand weather you want a single family office or you want a virtual family office. We provide these services through an integrated experience at Morgan Stanley that leverages our wealth management, institutional securities, and investment management divisions. David Bokman: So, from the client's perspective, what you're going to see is a broadening out of your financial advisor's team. The differentiator is the way we work with each other. We always work as a team. We bring together the disciplines in a thoughtful, coordinated way. Sarah McDaniel: We work with incredible people. The financial advisors, our colleagues, the clients, they're extraordinary people with incredible backgrounds, with unbelievable experiences, that all bring a different facet to solving a problem. So when I think of Morgan Stanley and why Morgan Stanley, we have the room to breathe. We have the room to be creative. Yes, it is about finance. But that's the secondary decision to the individual, the person, and the family who we're ultimately trying to help. David Bokman: There’s a lot to be gained by looking at the experience of other families, the advisors and the specialists within family office resources have worked with in the past have dealt with and bringing that to bear thoughtfully, proactively, in advance, and in a coordinated holistic manner.

专业能力来增强你的财富策略

一种新形式的资本主义发展,关注财务回报也有利于社会一起做的都好。实际上它的一个更强大的公司。在这一刻这个全球大流行的人仍然居住在城市吗?我们怎么沟通呢?更多的技术。更少的接口。食品和饮料行业发生了什么?这些下一代他们不想被限制和定义的一件事。他们想要它。和真实性是对他们来说非常关键。 What if we shifted the framework and said, actually, what society should provide us is a form of health security, applying molecular approaches to surveillance, to early detection, to deterring disease, delaying disease. Deferring disease, redirecting. The single biggest source or driver or explanation of job loss in the United States over the last couple of decades is not globalization. It's productivity increases. It's the march of technology. Sometimes traumatic events yield great circumstances. They can build up our social connections. They can make us realize, hey, we were way stronger than we thought before, and they can often put us toward what we really think might be meaningful in life. This is America 2.0. What's a better vision? How can I do things better? What can I do that is completely disruptive?