Family Office & Institutional Consulting

A Comprehensive Platform and Deep Expertise

Jefferies Wealth Management offers the vast resources of a global investment organization in a customized platform. Our solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, non-profit organizations, and corporations. Services include:

  • Consolidated Performance Reporting
  • Comprehensive Strategic Planning, Using Proprietary Modeling Tools 
  • Estate Preservation and Multigenerational Planning
  • Hedging and Monetization 
  • Introduction to Investment Banking
  • Prime Brokerage Services 
  • Research and Trading Institutional Platform
  • Risk Management

Additionally, we partner with our clients to help them manage their fiduciary responsibilities in many areas, including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.