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Morgan Stanley’s Graham O’Kelly Presents on Investment Strategies When Going Through a Divorce

Local Morgan Stanley Vice President and Family Wealth Director Graham O’Kelly presented recently to a large group of attorneys, forensic accountants, and other preeminent divorce professionals at the 2014 National Divorce Conference.

The conference, hosted by the American Institute of Certified Public Accountants (AICPA) and the American Academy of Matrimonial Lawyers (AAML), included a broad cross-section of national leaders in the area of managing divorce. It took place from April 23-25 at the Bellagio Hotel in Las Vegas.

O’Kelly has over a decade of experience as a wealth manager for high-net-worth clients, and is frequently consulted by matrimonial attorneys for his experience in divorce related financial matters.

“The process of divorce is difficult for everyone, but it becomes much more challenging and complex when large amounts of wealth are involved,” he said. “I was honored to participate in the 2014 AICPA/AAML National Divorce Conference, where I had the opportunity to engage with my colleagues and exchange some great ideas about the role wealth planning plays during the divorce process.”

O’Kelly focused his presentation on how to advise those going through a divorce with regard to selecting assets during a time of historically low interest rates. He addressed important questions to consider when thinking about valuing assets during a divorce, including: liquidity, taxability, and income necessary to support their lifestyle.

The National Divorce Conference is the result of a partnership between AICPA and AAML. It’s a bi-annual event where the country’s preeminent divorce professionals exchange ideas on how to handle high-profile cases.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services. 

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. 

 

© 2014 Morgan Stanley Smith Barney LLC, member SIPC.

 

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Graham O’Kelly is a Financial Advisor with Morgan Stanley Wealth Management in Beverly Hills, CA. The information contained in this interview is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.  Investing involves risks and there is always the potential of losing money when you invest. Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Wealth Management, or its affiliates. Morgan Stanley Smith Barney, LLC, member SIPC.

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