Flexibility and broader access are two key benefits that will be on display at the upcoming “Integrated Morgan Stanley Summit” for RIAs and Family Offices on June 10, in New York City. Ahead of the event, Lou Mandia, Head of RIA Strategy and Distribution for Morgan Stanley Institutional Equity Division, joined Andrew Beaton, CFA, CAIA, Head of National RIA for Eaton Vance, part of Morgan Stanley Investment Management (MSIM), to preview the summit and discuss Morgan Stanley’s Integrated Firm initiative for RIAs and Family Offices, highlighting the breadth of solutions available to RIAs. A key component of the summit will be spotlighting the Firm’s educational offerings to better prepare advisors to address their clients’ complex, specific situations.
The Integrated Firm initiative focuses on collaborating across Morgan Stanley’s divisions, including Investment Management and Institutional Securities, to provide Family Office and RIA clients with the full suite of solutions to run their practice. This includes tax management, structured solutions, asset allocation guidance and legacy planning available through Parametric, Eaton Vance and Morgan Stanley. The integrated team can incorporate various tools and solutions in a holistic way which may be especially helpful for advisors serving clients with complex balance sheets.
The exclusive, invitation-only event will bring together registered investment advisors and family offices for a day of thought leadership and networking, while showcasing Morgan Stanley’s portfolio solutions that may help advisors deliver differentiated value to their clients. RIA and family office teams who are not yet Morgan Stanley clients are encouraged to contact a relationship manager at Morgan Stanley or MSIM, which includes Parametric and Eaton Vance, to express their interest in receiving an invitation to attend.