![]() The Firm routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider(s).Ĭash management and lending products and services are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable. The Firm is a diversified financial services company with millions of clients in several countries around the world. The Firm will not receive a referral fee for referring you to the Service Provider(s). If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision. There may be additional service providers for comparative purposes. The Firm makes no representation regarding the appropriateness or otherwise of the products or services provided by the Service Provider(s). This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. The Service Provider(s) is not an affiliate of the Firm. Philanthropy Management: Morgan Stanley Smith Barney LLC and its affiliates (the “Firm”) do not currently offer the services provided by this Service Provider(s). Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, International Client Advisors and Private Wealth Advisors do not provide tax or legal advice. International Wealth Management is a part of Morgan Stanley Smith Barney LLC (“Morgan Stanley”) Morgan Stanley 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. *Not all products and services are available to clients outside of the United States.Īsset Allocation does not assure a profit or protect against loss in declining financial markets.
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