About Linda South - Morgan Stanley
To thoroughly understand your objectives, your family dynamics, and your aggregated assets, and then develop a plan to manage all assets from a risk perspective with the long term perspective of helping your family to be financial successfully across generations.*
We believe clients should understand everything that is happening with their money; that we should be just as good about explaining investments as we are at making them.
* 70% of family wealth transfers result in loss of control of assets and family disharmony.
Source: Institute for Preparing Heirs Wealth Advisor Checklist