Located at Morgan Stanleys Midtown Manhattan complex at Rockefeller Center, the IMFS Group at Morgan Stanley services both individual and corporate clients on a global basis. In coordination with Morgan Stanleys capital markets and research platform, IMFS Group manages multi-asset strategies on a discretionary basis, customized to each client. The team maintains a distinctive focus on the wealth structuring and estate planning strategies for its domestic and cross border client base, and coordinates customized wealth advisory services with the clients third party tax and legal counsel. IMFS Group utilizes Morgan Stanleys open architecture fiduciary services platform to identify appropriate third party trustee and fiduciary agent service partners for its clients. IMFS Group takes a holistic approach toward client balance sheet needs, often leading traditional and non-traditional financing arrangements for its clients. A representative client list includes single and multi-family offices, personal holding companies and family investment vehicles, multi-national corporations, corporate executives, privately held business owners, professional athletes, as well as financial industry and asset management professionals. We are committed to providing the experience of working with a boutique family office while leveraging the platform and capabilities of Morgan Stanley. 