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