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Ryan Flynn

Financial Advisor
Morgan Stanley Private Wealth Management
Ryan Flynn counsels families, businesses, and institutions in all facets of managing wealth. He employs thorough planning and a precise attention to details in pursuit of sophisticated solutions that integrate all areas of a client’s financial world, including investment management and the mitigation of market risk; income tax and estate planning strategies; trust administration; philanthropic techniques; sophisticated retirement plan structures; as well as the formation, succession, and sale of closely-held businesses. Ryan received his B.A. from Georgetown University and his J.D. from the Villanova University School of Law, where he earned the honor of being appointed Editor-In-Chief of the Villanova Tax Law Compendium. He continued his course of studies in tax, estates, and business planning at the Georgetown University Law Center and Villanova’s Graduate Tax Law Program, where he received his LL.M. (Master of Laws) in Taxation and earned the distinction of graduating in the top 10% of his class. He has dedicated his career, first with the Family Office Services group at PricewaterhouseCoopers LLP, then with one of the region’s premier Private Wealth practices at the law firm of Archer P.C., to providing clients with practical and innovative guidance for financial matters of all shapes, sizes, and complexities. As a member of Morgan Stanley, Ryan does not provide tax or legal advice. Ryan serves as President of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He also is a member of the Bar Associations and Estate and Financial Planning Councils of Philadelphia and New Jersey, as well as the Bringing Up Down Syndrome (BUDS) Organization, where he and his younger sister Tricia participate in recreational programs.

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.