Private Wealth Management

Jefferies Private Wealth Management is a Registered Investment Advisor with Unparalleled Access to the Capabilities of a Global Institutional Brokerage and Investment Banking Firm. 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

For more information on our services and fees, please contact [email protected].

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