PRIVATE WEALTH MANAGEMENT
Clients First – Always℠
Jefferies Private Wealth Management Offers the Benefit of Unparalleled Access to the Capabilities of a Global Institutional Brokerage and Investment Banking Firm
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 and Executive Services
- Investment Advisory and Asset Allocation
- Capital Markets Expertise
- Institutional Trading and Execution
- Family Office Services
- Wealth and Estate Planning
- Insurance Planning
- Customized Hedging
- Structured Product Offerings
- 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.