Morgan Stanley Family Office Launches Initiative to Help Families Navigate Complexity, Change and Generational Transitions
Key Highlights
- ➤Morgan Stanley Family Office launched The Adaptive Family Office framework for ultra-high-net-worth families.
- ➤Framework aligns family offices across purpose, governance, investments, operations, risk and family support.
- ➤Paper introduces four executive moves: Adapt, Reorient, Shape and Calibrate.
- ➤Framework includes a questionnaire for leadership meetings, annual reviews, governance refreshes and transition planning.
Expert Statements
Stephanie Crombie, Co-Head of Morgan Stanley Family Office
“The family office is increasingly where market complexity meets family complexity.”
Stephanie Crombie, Co-Head of Morgan Stanley Family Office
“As markets, technology, regulation and family dynamics evolve, families need a disciplined way to realign and stay focused on the purpose they were built to serve.”
Stephanie Crombie, Co-Head of Morgan Stanley Family Office
“When families share a clear understanding of what matters most, they are better positioned to navigate change and act with confidence.”
Keary Crawford Simmons, Head of Client Strategy & Experience, Morgan Stanley Family Office
“Families do not need a perfect structure; they need a reliable method to adapt as the family and the environment change.”
Keary Crawford Simmons, Head of Client Strategy & Experience, Morgan Stanley Family Office
“That requires clear purpose, disciplined decision rights, repeatable execution, integrated risk oversight and a service model that protects family bandwidth across generations.”
Keary Crawford Simmons, Head of Client Strategy & Experience, Morgan Stanley Family Office
“This framework helps families move from principles to practice so they can recalibrate the office for the needs ahead.”
Morgan Stanley Family Office Launches Initiative to Help Families Navigate Complexity, Change and Generational Transitions
* Publication provides a practical framework for maintaining alignment across purpose, governance, investment strategy, operations, risk and family support.
Get started
Create a free account to read the full story.