QAG Group .

QAG Group is a specialized wealth management team operating within Morgan Stanley, based in Purchase, US. Established with a focus on high-net-worth individuals, particularly founders and C-level executives experiencing liquidity events, the company offers comprehensive financial planning and wealth management services. Their expertise includes asset and liability management, trust and estate planning, retirement planning, and access to cash management and lending solutions. QAG Group leverages Morgan Stanley's extensive resources, including its Global Investment Committee and research analysts, to provide tailored solutions. They also offer specialized services such as Donor Advised Funds, Long-term Care Insurance, Alternative Investments, 401(k) Rollovers, Corporate Pension Plans, Business Planning, and various trust accounts. The team holds certifications including QPFC, CRPC®, CFP®, and Financial Planning Specialist®.