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Chris Smith

Executive Director, Head of Trust Services
Morgan Stanley
Chris Smith is an Executive Director and Head of Morgan Stanley’s Trust Services Group. Chris is responsible for maintaining the “Open Architecture” trustee platform, which consists of 12 third-party bank trust companies who can serve in a fiduciary, agency or custodial role for ultra-high-net worth client trust accounts. Chris and the Trust Services Group help Morgan Stanley Financial Advisors and Private Wealth Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how our corporate trustee partners can be used to provide fiduciary solutions for clients. This involves reviewing trust document and statements as well as analyzing family dynamics. Chris then uses this information to recommend one or more of the firm’s third-party corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for a client trust account. He also covers the Morgan Stanley offices in New England, upstate New York, Long Island and Eastern Pennsylvania. Chris has nearly 30 years of experience in the Financial Services industry and has been with Morgan Stanley since 1993. Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. He holds a Bachelor of Arts degree in communication/journalism and psychology from St. John Fisher College in Rochester, N.Y.

SESSIONS

Best Practices and Pitfalls for Trust Structuring and Trustee Selection Speaker

Concurrent Workshop #2: An evaluation of the various trustee and trust structure options can significantly impact the effectiveness and efficiency of your trust.  We will interview two experts, a trust specialist and an estate attorney, from Morgan Stanley’s Family Office Resources group, to talk through issues, such as when and whether to have a corporate versus individual trustee, best practices in selecting an individual trustee, and pitfalls for both the family and the trustee to avoid.