Jame Scott-McGill

Role
Private Wealth Advisor Multi-family Office Executive at Morgan Stanley
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jame Scott-McGill

Entrepreneurial, solutions-driven, and accomplished Multi-Family Office Executive with a…

Experience

  1. Private Wealth Advisor Multi-family Office Executive

    Morgan Stanley

    May 2021 — Present · US

    Operate in the context of a Multi-Family Office Executive by managing UHNWIs and Family Offices through multigenerational wealth management-Manage a team of internal and external partners in the following areas: Estate Planning, Tax Planning, Monetization Planning, Philanthropy, Family Governance and Dynamics, Impact Investing (ESG), Business Exits, Succession Planning and M&A- Implement data driven approach towards Tax Alpha portfolio construction.

Education

  • Texas Tech University

    Master's Degree, Personal Financial Planning

  • Texas Tech University

    BS, Personal Financial Planning and Human Development

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Jame Scott-McGill — Private Wealth Advisor Multi-family Office Executive at Morgan Stanley in Dallas, TX, US | Unifers