Marie A. Moore is a family wealth director and senior portfolio management director at Morgan Stanley, with more than 26 years of experience. Prior to joining the firm, she was manager of mergers, acquisitions and divestitures with Texas Instruments, where she bought and sold corporations, divisions and product lines to round out the company’s strategic plans. Working with her son, Shawn D. Moore, CFP®, financial advisor, Ms. Moore ensures that the focus of the Moore Group is on the planning and investment needs of families, from grandparents to grandchildren.
Articles Written
View AllHow can I preserve my family values for future generations?
Those who have attained great wealth almost always have in common one worry: how their money will affect their heirs. Will a son or daughter work less, having inherited a fortune? Will grandchildren be good stewards of the family wealth, or will their inheritance rob them of motivation to pursue their personal passion? Creating a […]
By Marie A. Moore
Oct 31, 2017How should I discuss my parents’ finances with them?
For some reason, talking about money tends to be one of the more touchy subjects with family. Of course, parents should talk about money with their children from an early age, but adults should also reach out to their parents, especially seniors, about their financial situation. After all, it’s you or your siblings who will […]
By Marie A. Moore
Sep 12, 2017What in the world are those kids thinking?
Much has been written about generational wealth transfer and its challenges for wealthy families. As such, tips on how to increase a family’s chances of retaining its wealth beyond a generation or two is a frequent topic. But deeper thinking on the matter comes down to one simple and ultimate question: What in the world […]
By Marie A. Moore
May 30, 2017How can I protect my family against fraud?
Your assets are valuable. So, to maintain them requires attention to protecting your identity and that of your loved ones and a firm position that this is a family responsibility. All family members should be aware of the various threats and scams and actively work to minimize the risks. Those risks, after all, loom large: […]
By Marie A. Moore
Mar 28, 2017How should I prepare for a significant liquidity event?
The liquidity event we are discussing typically happens when you, as a key person of a company, stand to receive a large amount of cash due to a merger, acquisition or IPO of your company. It is a big payday for those in the company with ownership as well as for any private or venture […]
By Marie A. Moore
Dec 7, 2016What are some best practices for hiring and retaining domestic staff?
Work in the home constitutes a fundamentally different environment from work in a business setting. The hours can be long and unpredictable, with unclear paths for advancement; and many positions offer few, if any, benefits. Overall, domestic work lacks status in the eyes of young Americans. So, as a result, finding quality candidates with the […]
By Marie A. Moore
Oct 19, 2016How can I make philanthropy a family activity?
Engaging in philanthropy with your family can be one of the most meaningful and transformational aspects of family life. When connected to issues and values that are collectively important to you and your family, giving becomes more than a gesture or a transaction—it enables children, parents and grandparents to join together and work toward addressing […]
By Marie A. Moore
Aug 23, 2016What are some considerations for selecting a home healthcare provider?
If you are in a position to possibly help with the care of parents or an older family member, home healthcare is a topic worth knowing about. Your search for that care can start with the simple realization that someone is having difficulty climbing the stairs at home. At seeing this and other early warning […]
By Marie A. Moore
Jun 1, 2016What are some considerations for choosing a trustee?
There are many types of trusts used and customized to achieve a wide range of personal, tax, financial and estate-planning objectives. Your choice of trustee is a critically important decision you will make and, naturally, there should be careful consideration of your selection. Your trustee will be responsible for a wide range of duties, many […]
By Marie A. Moore
Apr 19, 2016How should I start planning for eldercare?
There is much to celebrate about the average American’s increasing longevity. You have more years to accomplish your life goals, and your parents may be able to really get to know their great-grandchildren. Still, those extra years and the infirmities that commonly come with old age also mean that people need more care—which, in turn, […]
By Marie A. Moore
Feb 1, 2016What are split-interest vehicles, and how might they benefit donors?
Split-interest vehicles are used to designate two beneficiaries: one current and one remainder. The current beneficiary receives an annual payout stream from a trust, typically the donor, during his or her lifetime. The remainder beneficiary receives the assets left in the trust at the conclusion of its term. There are four major types of split-interest […]
By Marie A. Moore
Dec 3, 2015Newsletter Subscriptions
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