Private Wealth Management for Single Family Offices
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third-party corporate trustee.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Lifestyle services are provided by third-party Service Providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley (a) does not endorse or offer the services provided by the Service Providers (b) will not be responsible for (and does not guarantee) the activities or performance of any third parties; and (c) may not have any input concerning such services. You should do a thorough due diligence and make your own independent decision. You will be responsible for any fees or costs associated with any third parties. For additional information, please contact your International Client Advisor.
Signature Access Lifestyle Advisory features products and services that are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Not all offers are available to non-resident clients.
Morgan Stanley reserves the right to change or terminate the Reserved or Signature Access program or partner offers. at any time and without notice. Reserved and Signature Access program participant accounts and activity are reviewed periodically to confirm that they continue to qualify for this program.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.