Ray Lamorgese, First Vice President, Financial Advisor at Morgan Stanley

12/18/2021

Looking for a tax-smart way to give to your favorite charities? Let’s talk about how a donor advised fund can help you maximize your giving over time.

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

12/03/2021

Attracting the best team for your family office requires a competitive compensation package. View Morgan Stanley’s new Single Family Office Compensation Report for key insights on compensation levels and trends.

Competitive compensation is key to attracting and retaining the best talent for your single family office. Discover the latest trends and relevant pay, benefit and bonus structures in Morgan Stanley’s latest benchmarking report.

11/30/2021

Help make your giving go further. Let’s discuss some tax-savvy ways to support the people and causes you care about.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

11/24/2021

As we approach the end of the year, consider incorporating tax-efficient strategies into your financial plan today.

Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

11/18/2021

Jumpstart college savings this holiday season with the gift of education through a 529 plan. Family and friends can gift funds, too. Let’s discuss.

This holiday season, you may want to skip the latest electronic gadget and give your children or grandchildren the gift of learning—through a 529 education savings plan.

11/16/2021

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

11/16/2021

The pandemic upended the labor market and drove many women away from work. Read what Morgan Stanley's Chief U.S. Economist thinks needs to happen to get women back into the workforce.

How women can recover the ground they lost in the pandemic and continue to gain share in the economy.

10/29/2021

World Internet Day is the perfect time to discuss cybersecurity with your teens and tweens. Read our tips for making your child’s online world safe, happy and cyber-smart.

Learn how to talk to your children about internet safety. While there are positive opportunities on the internet, there are plenty of safety hazards, too.

10/22/2021

Cryptocurrency is attracting a lot of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams being perpetrated by fraudsters.

Fraudsters are unleashing scams to take advantage of the growing popularity of digital currency. Learn how to detect cryptocurrency scams and help protect your assets.

10/19/2021

October is Cybersecurity Awareness Month—a great time to brush up on cybersecurity best practices. Here are some tips to help you respond to the most common cyber fraud scenarios you may face.

Discover what to do if and when your identity, accounts, devices or information is compromised, and useful next steps you can take to limit damage.

10/18/2021

Family Offices are particularly vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.

Learn from Morgan Stanley how family offices can evaluate the particular challenges of their situation to best address the vital issue of staying safe.

10/15/2021

If your digital privacy is compromised, you run the risk of falling victim to identity theft, fraud, and other dangerous outcomes. Follow these rules to optimize your cybersecurity and help protect your information. https://mgstn.ly/2YUC7Ss