Alan Wolberg, JD

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Managing Director, Head of Wealth Planning

+1 212) 778-8496 Call phone number listed [email protected] Email address listed

About

Alan is Head of Wealth Planning for Jefferies Wealth Management, where he leads a team of professionals providing comprehensive wealth planning solutions, specializing in tax planning, cash flow analysis and sophisticated estate planning strategies related to our clients’ wealth transition and growth.  He develops timely commentaries and white papers on emergent tax and estate policies as well as working directly with clients to model their financial picture and help guide their intra-generational decisions.  Prior to joining Jefferies, Alan served a Senior Vice President, Senior Wealth Planner at City National Bank, a wholly owned subsidiary of Royal Bank of Canada and Executive Director, Director of Wealth Planning Services at Morgan Stanley.

Alan has more than 25 years of experience in wealth planning for high and ultra-high-net-worth clients, their businesses and families. His expertise extends to multiple areas of wealth planning including multigenerational wealth transfer, charitable giving/planning and other wealth replacement strategies.

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