Morgan Stanley Private Wealth Management – Roy Best Team

410 Severn Ave, Suite 211
Annapolis MD 21403

We are able to take a unique approach focused on bridging the gap between personal/biz planning through tactical tax optimization strategies. 

We work with a select group of founders and their executive teams as well as VC/PE Funds and Family Offices. 

Our focus is to help them drive growth for their organizations and capitalize personally. 

Some of our capabilities include: 

 -Trust/estate planning and tax optimization strategies 

- Family office resources including lifestyle advisory

- Investment management for both the public/private markets 

- Business consulting around cap table management and investment banking

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