Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success
28 Setembro 2021 - 10:00AM
Business Wire
New virtual educational program is designed for estate planning,
accounting and financial professionals in addressing human
capital-focused needs
Morgan Stanley Family Office Resources today announced the
launch of The Morgan Stanley Family Legacy and Governance (FLAG)
Institute, a virtual educational program designed specifically 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 other professionals that
focuses on the human capital side of working with
ultra-high-net-worth wealth management clients. The Institute will
assist these individuals in understanding the importance of family
governance in order to support harmonious decision-making and
success within families, and build their knowledge to practice more
confidently and effectively with wealth management clients in the
ultra-high-net-worth space.
“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,” said Glenn Kurlander, Head of Family Governance &
Wealth Education at Morgan Stanley. “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.”
The first annual Institute is taking place on September 28,
2021. Sessions will cover a number of themes relating to the
elements of a family governance system. Panelists will discuss
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.
“There are many excellent and well-established programs that
help estate planning professionals continue developing their
technical skills in the field,” said Elizabeth Chand, Executive
Director and Family Office Resources Generalist at Morgan Stanley.
“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.”
About 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.
About 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.
© 2021 Morgan Stanley Smith Barney LLC. Member SIPC.
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Christine Jockle, Christine.Jockle@morganstanley.com
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