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
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