James H Lannan - Morgan Stanley

Services Offered

• Family Wealth Management
• Retirement Planning
• Business Exit Strategies
• Estate Planning
• Charitable Gift Planning

About

James H Lannan is a financial advisor based in Minneapolis, Minnesota, specializing in family wealth management, retirement planning, business exit strategies, and estate and charitable gift planning. He is part of a boutique group within Morgan Stanley that focuses on integrating high net-worth family assets and liabilities into comprehensive financial plans. James works with clients to help them achieve their multi-generational financial goals through tailored strategies. His expertise is particularly beneficial for families looking to manage their wealth effectively across generations.

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