The Zack Group - Morgan Stanley

Our clients feel understood in a way that the people in their lives, the ideas that they have, the activities they engage in and the things that they own are the beneficiaries of the resources they have created. We find that this gives their lives and legacy greater continuity and meaning.

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.