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Private Business
Private Business Services
Whether you are looking for a more efficient way to manage cash, a better way to borrow funds or a more effective way to pass on your business, Morgan Stanley Smith Barney through its arrangement with Citigroup has the insight, resources and experience to help you meet your financial needs.
Services for Business Owners
You and your advisor will work together to structure a comprehensive financial strategy tailored to your personal and business needs with ongoing monitoring to reflect your changing circumstances. Our goal is to establish an effective entrepreneur advisor relationship to help your business grow.
Business Financial Management AccountSM
Every business owner knows, the more money your business makes, the harder it is to keep track of. A Business Financial Management Account (Business FMA)® helps you tend to your company's daily finances and still have the time to cultivate new business.
Whether you are looking for a more efficient way to manage cash, a better way to borrow funds or a more effective way to pass on your business, we can help. Contact your advisor for more information on the breadth of capabilities we offer.
For more information, please contact your Financial Advisor.