Welcome to the Wilson Group at Morgan Stanley’s website. Our site is full of resources designed to help empower you as a family, and as an investor, regardless of whether you work with us or not. My name is Eric Wilson and I lead this family wealth advisory team here at Morgan Stanley. We believe that your family, and your capital, can make it beyond the proverbial third generation. “Shirt sleeves to shirt sleeves in three generations” is how I believe the saying goes.
On the left hand side of this web page, you will find several tabs including ones entitled Meet Our Group, Working Together, and In the Press. I encourage you to visit all of the tabs if you have time, but if you’re here for a quick visit, then start with the previously mentioned tabs. For instance, by selecting the Working Together tab, you will find among the pages, insight into why clients choose to work with us, our investment process, and how our team helps clients pass on their life’s work to subsequent generations.
Our focus is on people and outcomes, not products. We combine knowledge of the financial aspects of governing and managing family wealth with sensitivity to wealth’s psychological and interpersonal effects. The core of our strategy is its single-minded commitment to client advocacy and to the elimination of potential, or perceived, conflicts of interest.
We believe that our clients, many of which are new to the world of affluence/wealth, deserve a different kind of working relationship with their advisors – one that you may not have encountered at any other financial services company. We try and personalize each client family’s experience and relationship with us in many ways, beginning with a dedicated advisor and support staff per 25 families. You can see that with such an intimate staff-to-client ratio, our client family’s experience gets off on the right foot from the start.
Our clients hear how much we value them by our actions, not by our words. We make this distinction because we recognize that wealth is not an end unto itself. Wealth is merely the means by which you can achieve things for yourself and your family. And while it may seem like a simple equation, we have long understood that for our distinct clientele, governing wealth and the opportunities it may create is anything but simple.
If what you see on this site piques your interest, and you find yourself at a point in life where you need another viewpoint, please give us a call to set up a confidential review. We begin every new potential relationship with interested families by simply offering a second pair of eyes.
The deep commitment of the Wilson Group at Morgan Stanley is to invest in our clients every day by helping them plan, and ultimately deliver upon, their legacy.
See March On the Markets from the Global Investment Committee featuring
• "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.
• "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.
• "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.
Plus, more on global equities, fixed income securities, currencies and commodities.
People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in today’s new retirement.