Financial Planning

From Concept to Execution

Jefferies Wealth Management offers an extensive suite of Financial and Estate Planning solutions. Each Wealth Management team has a fully integrated financial planning expert with specialized knowledge regarding the complex needs of business owners, executives and private equity/hedge fund managers. Services include:

  • Education Funding Evaluation
  • Family Governance Oversight
  • Insurance Analysis and Planning
  • Retirement Planning
  • Tax Planning
  • Trust and Estate Planning