To assist you in reaching out to the next generation, Morgan Stanley—in partnership with TableTopics—has developed Family, Values & Money. Our customized version of the TableTopics cube holds a packet of cards with a series of questions designed to help families jump start an ongoing conversation about wealth, responsibility, philanthropy, ethics, wisdom and other pertinent issues. Through its engaging questions, Family Values & Money may inspire conversations that open a pathway for you to meet with a client’s spouse if you haven’t already done so, and to introduce yourself to age-appropriate members of your clients’ family, allowing you to cement relationships with a younger generation of potential financial decision-makers. As family conversations about values and wealth develop, your clients may gain insights into what’s important in planning for their families’ future. At the same time, it creates an opportunity to showcase how you, along with Morgan Stanley’s strategies and products, can help families fulfill their goals. 
Approximately 130 cards in packet.

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