The Malkin Group - Morgan Stanley

Financial consultants tailor strategies to individual goals. The Malkin Group - Morgan Stanley on Park Avenue’s 12th floor sits in Manhattan’s east midtown, close to Grand Central and luxury shopping. Wealth preservation, estate planning, and tax-efficient investing flow through one integrated practice.

Portfolio management flexes between risk-managed growth and income generation. Corporate executives and entrepreneurs rely on equity compensation planning and succession consulting here. Real estate owners tap into mortgage and lending structuring, while retirees focus on income distribution modeling. The team adjusts exposures across asset classes without favoring any single sector.

Shareholders turn to trust administration, philanthropic advisory, and intergenerational wealth transfer services. Whether consolidating assets or preparing for generational handoffs, the office coordinates across multiple specialists. Reporting and performance reviews keep clients informed without leaning on proprietary dashboards.

Call (212) 893-6530 to set up a conversation. Find step-by-step directions on the firm’s map: https://www.google.com/maps/place?ftid=0x89c259a16c06a429:0xe33a9933ef15e56d. The route avoids midtown’s busiest corridors after noon.