Peter Blanchard

Background

About Peter Blanchard

Peter is a founding partner in The Riverstone Group at Morgan Stanley and a Family Wealth Director, accredited to provide comprehensive wealth management across a range of disciplines important to ultra-high net worth individuals and their families. Peter attained the Morgan Stanley designation of Family Wealth Director due to his knowledge and experience with investment, trust and estate planning strategies. About 5% of Financial Advisors have obtained the Family Wealth Director designation as of December 2023. Additionally, Peter was named one of Forbes’ Best-In-State Wealth Advisors in 2022. Using his knowledge and experience in financial planning, Peter helps clients maintain family unity across generations, focusing on family mission, governance, wealth management and multi-generational planning. As a Family Wealth Director, The Riverstone Group’s clients have access to a suite of financial planning and investment services as well as access to a breadth of family advisory services – such as philanthropy, aggregated reporting and family governance & dynamics – all of which are tailored to meet their unique wealth management needs. The Riverstone Group is devoted to building a financial foundation based on deep relationships, mutual respect and open communication. It is our mission to help guide clients and their families to a place of confidence and comfort by crafting a financial strategy that can carry through the generations. Areas of Focus: Advisory services for high net worth individuals and families, corporations and businesses on wealth planning, retirement planning, strategies and portfolio construction, equity compensation, control and restricted stock transactions, transition and exit strategies, lending solutions, insurance, and more. 2022 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Awards Disclosures: The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Visit our website: https://advisor.morganstanley.com/the-riverstone-group-10830747