Harmony Family Office

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and tags on every page of your site. --> The Harmony Family Office | Chesterfield, MO | Morgan Stanley Private Wealth Management Skip to content Return to Nav Morgan Stanley Private Wealth Management The Harmony Family Office Kathleen Youngerman, CFP®, CPM® Valerie L Warren Direct: (314) 889-4862 (314) 889-4862 Contact Us Our Mission Statement Orchestrating financial wellness plans designed to preserve and grow the capital of a select group of families who value privacy and tailored services. Welcome About PWM Approach Awards & In The Press Upcoming Firm Events Location Welcome Kathleen is recognized as a 2019 MAKER by Morgan Stanley Wealth Management in partnership with MAKERS, a project dedicated to identifying and celebrating women of accomplishment across multiple fields. She continues to be named to Barron’s and Forbes Magazine’s top in industry lists. Please see “Awards & In The Press” section of our website. Our virtual family office integrates investment management with all other aspects of wealth planning while also providing concierge services and personalized care for your family. We use customized comprehensive reporting services (1) to harmonize client’s many related details across family members’ legal entities in an effort to better inform decision-making. Using external and Morgan Stanley proprietary planning resources (2), We assist in developing long range plans and provide a system of ongoing daily care, governance and procedures to seek to optimize outcome

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