Private Wealth Management
Clients First - Always℠
Jefferies Private Wealth Management is a Registered Investment Advisor with Unparalled Access to the Capabilities of a Global Institutional Brokerage and Investment Banking Firm
Our Services Our Capabilities
Working With Us
Jefferies Private Wealth Management is a boutique practice serving the complex needs of entrepreneurs, corporate executives and family offices. Our unique platform brings sophisticated advisory services together with the global execution of Jefferies.
- Corporate & Executive Services
- Wealth & Estate Planning
- Investment Advisory & Asset Allocation
- Insurance Planning
- Capital Markets Expertise
- Customized Hedging
- Institutional Trading & Execution
- Structured Product Offerings
- Family Office Services
- Custom Lending Solutions
Built to Serve Our Clients
Our capabilities are built around the needs of our clients: Comprehensive services, sophisticated advisors, customized investment solutions, full-balance sheet advice and customized reporting. We are also backed by the global trading and execution capability of one of the largest multi-national investment banks in the world. Find out what the power of Jefferies can do for you.
View All Our Capabilities