As girls doing work in Wealth Administration and energetic participants in Girls In Prosperity, 1 of Morgan Stanley’s Staff Networks, Michelle Ward, Controlling Director, Wealth Management, Intercontinental Consumer Advisor, Relatives Wealth Director, and Orina Chang, Alternative Investments Director, Senior Portfolio Manager, Worldwide Client Advisor have been certain to cross paths. As members of the New York Chapter, called Elevate, what would soon turn into clear was just how much the two had in frequent.
Sharing the very same enthusiasm about empowering females, both of those internally and with global clientele, Michelle and Orina have created it their mission to enable create female economic advisors, empower girls with monetary literacy, and preserve household prosperity, values, and legacy.

“From the 1st dialogue we experienced, we strike it off appropriate absent. I bear in mind listening to everything she was expressing I just marveled at her strategies and how proactive she was. We have the very same beliefs,” defined Michelle.

Orina agreed, stating, “When I met Michelle, I was actually impressed. She was constantly pretty helpful, and she’s a really huge producer she’s extremely active, but she handles everything so easily.”

They begun to converse and share ideas far more often. A person of individuals concepts was to officially workforce up. , but the timing was never pretty proper – particularly with the start off of COVID-19. However, through the pandemic, Michelle and Orina continued to continue to be linked. Females in Wealth ongoing to host occasions – albeit virtually – and the New York Chapter ongoing quite a few of their long standing networking prospects. The two women ongoing to comprehend the other’s business and values, and the electric power of functioning turned simple.

Ultimately, in March 2022, their partnership was produced formal.

Their relationship and shared passions led to the development of an all-woman economical advisory team: The Diamond Lake Prosperity Administration Group. Proven by these two extraordinary girls, the observe has a multi-cultural, multi-lingual and multi-regulatory focus that addresses North America, South The us and Asia utilizing tax productive cross border asset transfers by connecting strategies, products and solutions and companies for multi-generational planning.

In spite of having purchasers in various areas of the environment, they locate that their clientele confront identical troubles and they can lean on each individual other for impressive alternatives.
