Reliance is a private wealth practice within Morgan Stanley, advising principals, founders, and institutions across the greater Bethesda corridor. We construct portfolios the way our founders built their own — deliberately, transparently, and with a horizon measured in decades rather than quarters.
A fiduciary standard, expressed as architecture.
The Reliance Group was founded on a single conviction: that substantial capital deserves a counsel approach, not a transactional one. For eighteen years we have served a deliberately limited roster of households, private partnerships, and endowments across Montgomery County and the wider mid-Atlantic.
As part of Morgan Stanley, our clients receive the depth of a global institution — equity research, capital markets, and institutional trading — filtered through a boutique practice that knows each family by name. Every relationship begins with a written strategy, not a product.
A written standard of care governing every recommendation, fee, and allocation.
We cap new households each year to preserve counsel depth and partner access.
Unrestricted access to managers across Morgan Stanley, custodial, and third-party platforms.
Formal succession and next-generation onboarding for every multi-generational household.
Our service architecture is organized around the full lifecycle of private capital — from accumulation through distribution, transfer, and legacy. Indicative annual fees below reflect typical engagements; final terms are documented in a written advisory agreement following an initial consultation.
Actively managed discretionary portfolios built around your risk posture, liquidity needs, and tax profile. Includes equity, fixed income, and alternatives sleeve construction.
Plan design, fiduciary governance, and participant education for business owners and plan sponsors across the Bethesda corridor. ERISA-aligned investment menu review.
Coordination with your attorney and CPA on trusts, gifting, dynasty structures, and beneficiary designations. Multi-generational wealth transfer modeling.
Pre-transaction liquidity modeling, succession structuring, and post-sale capital deployment for founders considering sale, recapitalization, or generational transfer.
Investment policy statement construction, manager due diligence, and spending policy review for endowments, foundations, and family offices.
Direct indexing, tax-loss harvesting, and asset location strategy integrated with your CPA. Quarterly realized-gain reconciliation and projection.
A 90-minute confidential conversation at our Bethesda office or virtually. We map balance sheet, cash flow, family structure, and intentions before any product is discussed.
Within three weeks you receive a written Investment Policy Statement and a three-year capital plan, reviewed alongside your attorney and CPA.
Portfolios are funded, structured, and documented. Custody sits with Morgan Stanley Smith Barney; reporting is consolidated into a single quarterly statement.
Quarterly reviews, annual planning summit, and continuous monitoring. We reach out proactively — you should never have to ask what changed.
We measure success not in quarters outperforming, but in households still served two decades on.
New households are accepted by introduction or direct request. Complete the form alongside, or call our Bethesda office to schedule a confidential 90-minute discovery. There is no fee for an initial consultation.