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Year-round planning and tailored strategies are essential for HNW clients seeking to grow and preserve after-tax wealth. Depending on their specific needs and goals, we can help you provide the right, tax-smart solutions.
Tax-Managed Investing
Help clients maximize their wealth potential by employing strategies that mitigate the effects of tax drag on their investments.
Concentrated Stock Positions
Explore tax-smart strategies that can help clients who have a significant portion of their wealth tied up in single stocks diversify their positions.
Charitable Giving Strategies
Discuss how a strategic approach to philanthropy may benefit clients with complex tax challenges, legacy plans and wealth goals.
Whether you are looking to minimize taxes, manage volatility, enhance total return, generate income or plan a legacy, we offer solutions to help your clients pursue their financial and philanthropic objectives.
The strategies described may not be suitable for all investors. There is no assurance a portfolio's investment objectives will be achieved. Investing involves risks.
Focus and reinforce your tax conversations with current and prospective clients with relevant commentary, actionable ideas and interactive tools.
Featured Insights
Call us at 800-836-2414 from 8:30 AM to 5:30 PM Eastern Time, Monday through Friday.
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Eaton Vance, Atlanta Capital, Parametric and Calvert are part of Morgan Stanley Investment Management. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.
MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.
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Before investing in any Eaton Vance, Calvert or Morgan Stanley Investment Management Inc.-advised fund, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. For open-end mutual funds, the current prospectus contains this and other information. To obtain an open-end mutual fund prospectus or summary prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.
Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.
Morgan Stanley Investment Management does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.
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Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.
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