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Q: Could you provide insights into the investment philosophy and strategies employed by the Taylor Group?Our philosophy includes strategies for principal preservation, tax mitigation, and growth. All in all, we want our clients to live more with confidence. That means sticking to companies that we have done extensive research on, and truly believe in for the long term. Because we work with C-Suite Executives and Senior Management at publicly traded companies, our strategy around concentrated stock positions includes tax-efficient planning, estate planning, legacy formation & transfer, and lending & liquidity options, among others. Q: What sets the Taylor Group apart from other wealth management teams?The Taylor Group at Morgan Stanley prides itself on exceptional service, which includes comprehensive quarterly reviews, monthly financial planning calls, and weekly commentary surrounding the financial markets. With professionals in every area, our group takes a holistic approach to wealth management. Our top priority is to treat our clients like family. We stick to the same service model for each and every one of our clients, and we make ourselves available.Q: What ongoing support and communication can clients expect from the Taylor Group?Our support staff and service model put our clients at the forefront. At the end of the day, we are always going to put the clients first no matter what. I consistently tell our clients that if there is anything in their financial life that needs to be taken care of, we will be there to assist them along the way. We help make sure that the financial plans we build out for our clients are up to date, so that any arising challenge can be handled efficiently and effectively. Lastly, we are always doing due diligence on our end to make sure that our service model and team structure is optimized to help meet the requirements that significant wealth deserves. Named to the Forbes %u2018Best-in-State Wealth Management Teams%u2019 list in 2024- The Taylor GroupNamed to Forbes %u2018Best-in-State Advisors%u2019 in 2022, 2023, 2024Interview By: Associate Editor - Darcy MehtaMOST MAGAZINE - ISSUE 45 37