Wealth Management

Jefferies' Wealth Management services are tailored to meet the unique needs of high-net-worth individuals and their families, private equity and venture funds, and small institutions. Our advisors work closely with clients to help them determine both long- and short-term objectives in order to meet their investment goals. All clients have access to the global resources of our firm, including asset management, equity, fixed income and commodities trading, as well as our award-winning research.

Click here for client login access.


Our Wealth Management services include:

Portfolio Management Services

  • Open Architecture Portfolio Management
  • Best in class Third Party Managers
  • Holistic Asset Allocation Analysis
  • Volatility Management
  • Hedge Funds/Private Equity

     Executive Services

  • Access to All of Jefferies’ Execution Capabilities
  • Tax-Advantaged Hedging Strategies
  • 10b5-1 Selling Plans
  • Directed Share Programs
  • Coordination of Stock Option, Buybacks and Restricted Stock Sales

     Family Office Services

  • Financial & Estate Planning
  • Consolidated Reporting
  • Family Governance
  • Tax Planning
  • Life Insurance Solutions