Webinar: How to Succeed in Succession Planning by Barron's Advisor

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How to Succeed in Succession Planning

About

After decades of building your practice, what will happen to your life’s work when you decide to retire? In our latest Intelligence Report, How to Succeed in Succession Planning, Barron’s Advisor outlines a roadmap for advisors looking to navigate the process of preparing for and executing a succession plan.

As a Barron's Advisor subscriber, you’re invited to attend an exclusive live call where Greg Bartalos, Editor-in-Chief, Barron’s Group, Scott C. Wilson, CIMA®, Managing Director, Morgan Stanley, and Crystal K. Ho, CFP®, Executive Director, Morgan Stanley take a deep dive into the findings from our latest Intelligence Report and discuss the do’s and don’ts of preparing and executing a successful succession plan.

NOTE: This Intelligence Report and Webinar series is a subscriber-only benefit. If you are not a subscriber, please join Barron's Advisor to access our exclusive research and findings. If you are a current subscriber, you will receive a separate confirmation email with a link to the webinar.

Presenters

Greg Bartalos

Editor-in-Chief, Barron's Wealth & Asset Management Group

Greg Bartalos is editor-in-chief of Barron's Wealth & Asset Management Group. He previously was editor of Institutional Investor's RIA Intel, which he helped launch in 2019. He also was editor-in-chief of Barrons.com and worked at Yahoo Finance and Bloomberg News as an editor and reporter, respectively.

Scott C. Wilson

Managing Director, Private Wealth Advisor, Morgan Stanley

Scott grew up in Canton, Ohio. A full scholarship gave him the opportunity to attend the Wharton School at the University of Pennsylvania. He graduated with honors in economics, and then joined Bankers Trust to pursue his interest in investing. There, he rose in a year and a half to investment officer, managing $300 million in equities for corporate retirement funds.

Scott left Bankers Trust to attend Harvard Business School. After graduating with his MBA in 1978, he joined Salomon Brothers’ Investment Bank. He worked in both M&A and Corporate Finance, and then ran the Investment Bank’s Steel Group for ten years as a managing director. The 2002 Brendan Woods survey of industrial executives identified Scott as one of forty “top gun” domestic investment bankers.

When Scott decided to combine his interest in investing with his management relationships, he joined Morgan Stanley’s Wealth Management business in 2002. Currently managing approximately $9.8 billion in client assets, Scott and his wealth management team strive to provide clients with comprehensive wealth planning, responsive client support and access to Morgan Stanley’s platforms. Scott’s dedication and excellence has been recognized by Barron’s, where he has been consistently ranked amongst the Top 100 Financial Advisors in 2009-2022. Scott was also inducted into the Barron’s Hall of Fame Advisor List in 2019, which includes financial advisors who have been selected to the Barron’s Top 100 Advisors List for at least 10 years.

Crystal K. Ho

Executive Director, Private Wealth Advisor, Morgan Stanley

Crystal is an Executive Director on the Atlas Group at Morgan Stanley Private Wealth Management, where she focuses on creating customized asset allocation strategies for ultra-high net worth individuals and families. As a Certified Financial Planner™, she also works closely with clients to develop comprehensive financial plans. Crystal also serves on Morgan Stanley’s Digital Advisory Committee, Alternative Investment Advisory Committee, and EDGE (Excellence in Diversity through Growth and Empowerment).

Prior to joining Morgan Stanley in 2003, Crystal was involved in the arts. She interned with leading organizations across the globe including Christie’s in both New York and Hong Kong, and the Getty Museum in Los Angeles, gaining a wide knowledge of both the art world from both the financial side and the philanthropic sector. Crystal has been named in Barron’s Top 100 Women Financial Advisors in 2021, Forbes Top Women Wealth Advisors (NYC) in 2022, and Barron’s Top Private Wealth Management Teams in 2021-2022.