Key Takeaways
- • Morgan Stanley Private Wealth Management promotes an invite-only calendar of cultural, sporting, thought leadership, family and experiential events aimed at ultra-high-net-worth clients and their families.
- • Thought leadership events feature speakers from government, business, philanthropy, sports and the arts, alongside leaders from across the Morgan Stanley franchise.
- • A multi-day Next Generation of Leaders program targets global millennials of significant means, focusing on foundational knowledge for overseeing significant wealth and peer networking.
- • Morgan Stanley Brand Ambassadors Justin Rose, Cheyenne Woods and Leylah Fernandez participate in the firm's sporting events.
Summary
Morgan Stanley Private Wealth Management has published a overview of its client event program, describing a set of curated experiences intended to bring together clients with shared goals and interests. According to the firm, the events are designed to build an exclusive global community that fosters long-lasting connections among participants.
The program is organized into several categories. Thought leadership events offer peer-to-peer networking, with speakers drawn from government, business, philanthropy, sports and the arts, as well as thought leaders across the Morgan Stanley franchise. Family events focus on best practices in the stewardship of generational wealth. The firm's Next Generation of Leaders program is a multi-day educational and social event for global millennials of significant means, intended to build the foundational knowledge required to oversee substantial wealth. A testimonial from a program attendee highlights the value of speaking with peers who are beginning to manage their family's wealth.
Experiential events emphasize shared engagement and are described by the firm as invite-only client experiences. The firm also highlights its Brand Ambassadors, professional golfers Justin Rose and Cheyenne Woods and professional tennis player Leylah Fernandez, who join its sporting events.
The source material is a promotional web page and does not disclose attendance figures, event costs, or specific dates for the 2024 calendar. The page is marketing material for Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC.
The program is organized into several categories. Thought leadership events offer peer-to-peer networking, with speakers drawn from government, business, philanthropy, sports and the arts, as well as thought leaders across the Morgan Stanley franchise. Family events focus on best practices in the stewardship of generational wealth. The firm's Next Generation of Leaders program is a multi-day educational and social event for global millennials of significant means, intended to build the foundational knowledge required to oversee substantial wealth. A testimonial from a program attendee highlights the value of speaking with peers who are beginning to manage their family's wealth.
Experiential events emphasize shared engagement and are described by the firm as invite-only client experiences. The firm also highlights its Brand Ambassadors, professional golfers Justin Rose and Cheyenne Woods and professional tennis player Leylah Fernandez, who join its sporting events.
The source material is a promotional web page and does not disclose attendance figures, event costs, or specific dates for the 2024 calendar. The page is marketing material for Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC.
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