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Morgan Stanley Family Office Launches Family Legacy and Governance Institute

1st October 2021 | Hong Kong

Morgan Stanley has announced the launch of The Morgan Stanley Family Legacy and Governance (FLAG) Institute, a virtual educational program for professionals to address and implement family governance processes for wealth management clients in an effort to drive long-term success within families.  This is the first Morgan Stanley Wealth Management client experience geared towards estate planning lawyers, certified public accountants, family office executives, and professionals that focuses on the human capital side of working with UHNW wealth management clients. The Morgan Stanley Institute will assist the professionals to understand the importance of family governance in order to support decision-making and success within families, and build their knowledge to practice more confidently and effectively with UHNW clients.  (UHNW ~ Ultra High Net Worth)

“ Morgan Stanley Family Office Launches Family Legacy and Governance Institute “

 



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Morgan Stanley First Annual Family Office Institute, 28th Sept 2021

Morgan Stanley Headquarters Time Square Broadway 1
Morgan Stanley Headquarters Time Square Broadway

The first annual Institute took place on 28th September 2021, with sessions covering a number of themes relating to the elements of a family governance system. Panelists discussed practices that help to drive long-term success, the role that constitutions and bylaws play in helping to manage human capital, and strategies for driving continuity and success over multiple generations.

 

Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley:

“When we think about the success of families over multiple generations, we have seen that long-term success relies heavily upon matters including aligning around a deeply held set of shared family values, building a family mission, and creating strong processes for making decisions together with respect to their joint enterprise.  With nearly 40 years of practice in the family governance space, we are excited to share our experience with estate planning professionals who focus their practice on the ultra-high-net-worth segment, helping them deepen their understanding of this critical space.”

 

Elizabeth Chand, Executive Director and Family Office Resources Generalist at Morgan Stanley:

“There are many excellent and well-established programs that help estate planning professionals continue developing their technical skills in the field.  While these areas are of undeniable importance, we believe that a family’s long-term success and happiness depend to a far greater extent on their ability to develop, nurture and manage their human capital – matters that come within the ambit of family governance and legacy.”

 

 

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.

 

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



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