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We combine the scope and oversight of a global financial firm with the independence and service capabilities of a boutique consulting group. …
Services offered
Endowment Management
Financial Advisors
Financial Planning Consultants
Institutional Investment Consulting
Private Wealth Management
Frequently asked questions
Q:
As a former Eaton Vance shareholder, how do I determine my tax basis in the Morgan Stanley shares I received in the Eaton Vance acquisition?
A:
On October 8, 2020, Morgan Stanley announced its agreement to acquire Eaton Vance Corp. (Eaton Vance). After the closing of the acquisition, Eaton Vance...
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Service catalog: Investment Bank, Asset Management, Wealth Management, Financial Advisor
Endowment Management
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