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Elizabeth Dennis
Head of Private Wealth Management at Morgan Stanley, overseeing a portfolio of specialty businesses focused on ultra high net worth individuals and families.
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Jan 14, 2025
• 26min
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
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Elizabeth Dennis, Head of Private Wealth Management at Morgan Stanley, shares insights on navigating the evolving landscape for ultra high net worth clients. She discusses the significance of tax-aware strategies in wealth management and the trend of companies remaining private longer. The conversation covers the demand for personalized investment approaches and liquidity solutions, as well as the growing trend of intentional philanthropy among wealthy families, highlighting how shared values influence their giving.
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