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Passing Down Purpose, Not Just Money

Passing Down Purpose, Not Just Money

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Scott, a first-generation entrepreneur, turns to Morgan Stanley Financial Advisor Blair to think beyond traditional estate planning and consider what comes next for his family. Blair’s approach starts with the individuals behind the wealth, exploring each family member’s values, passions and views on work and responsibility before developing a shared family mission. Together, they discuss how those conversations can provide a framework for making decisions about wealth, preparing the next generation for greater financial responsibility, and giving Scott’s children room to pursue their own paths. For more information about this episode and the topics covered, check out our episode page and explore how you can connect with a Morgan Stanley Financial Advisor. DISCLOSURESThis material has been prepared for general informational and educational purposes only. It is not intended to provide individually tailored investment, financial, legal, tax, estate planning or other advice, and it should not be relied upon as a recommendation to engage in any particular strategy or transaction.The views and opinions expressed by the guest speaker are solely those of the guest speaker and do not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC or their affiliates. The guest speaker is not an employee or representative of Morgan Stanley.The guest speaker was not compensated by Morgan Stanley for participating in this podcast.The client experience discussed is specific to the individual featured and may not be representative of the experience of other Morgan Stanley clients. There is no guarantee that other clients will have the same or similar experience.Any statements regarding the working relationship between the client and the Morgan Stanley Financial Advisor are testimonial in nature. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Clients should consult their own tax advisor, attorney and/or estate planning professional regarding their particular circumstances before implementing any estate planning, trust, gifting, business succession, charitable or tax-related strategy.Family governance, family mission statements and wealth education discussions are qualitative planning tools. They do not guarantee family alignment, improved communication, investment success, preservation of wealth, tax efficiency or any particular financial or personal outcome.The case study, discussion and examples are provided solely to illustrate certain planning concepts. They should not be construed as a recommendation or indication that any planning approach is suitable for all clients.The information provided does not constitute an offer to buy or sell, or a solicitation of an offer to buy or sell, any security, financial product, service or strategy.Discussions regarding wills, powers of attorney, trusts, gifting, family governance, family mission statements and intergenerational wealth transfer are for educational purposes only and do not constitute legal or estate planning advice.Trust and estate planning strategies may not be appropriate for all individuals and are subject to complex laws and regulations, which may change over time. The effectiveness of any estate planning strategy depends on a client’s specific facts and circumstances.Family governance, family mission statements and wealth education discussions are qualitative planning tools. They do not guarantee family alignment, improved communication, investment success, preservation of wealth, tax efficiency or any particular financial or personal outcome.ETRADE from Morgan Stanley is a registered trademark of Morgan Stanley. Brokerage products and services are offered by ETRADE Securities LLC, Member SIPC. Morgan Stanley Smith Barney LLC and E*TRADE Securities LLC are affiliates.Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create different types of relationships and obligations. Clients should consult with their Financial Advisor to understand the nature of the services provided and any applicable fees, costs and conflicts of interest.The podcast may reference Morgan Stanley services, capabilities, Financial Advisors or platforms. Such references are for informational purposes only and should not be viewed as an endorsement or recommendation of any particular product, service or advisor.Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors may have financial interests, receive compensation or otherwise benefit from products or services discussed, including investment advisory, brokerage, lending, banking, planning or other services.This material does not take into account the specific objectives, financial situation or needs of any particular listener. Before making any financial decision, ...
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