Capabilities
Jefferies Wealth Management helps institutional-level investors capitalize on their success, and positions them for their next great achievement. We take an atypical approach built around executive expertise into the unique needs and challenges of owners and executives, institutional execution with seamless integration across the breadth of the firm, and unique solutions for internationally-based institutions and individuals.
Find out what the power of Jefferies can do for you.
Solutions for Corporations and Executives
We specialize in managing equity compensation plans, restricted and control securities, and concentrated positions.
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- Wealth Monetization / Concentrated Stock Strategies
- 10b5-1
- Equity Comp Analysis / Management
- Restricted Stock Sales
- Block Trading
- Investment Management
- Managed Fixed Income
- Liquidity Management
- Alternative Investments
- Directed Share Programs (DSP)
- Deal Placement
- Retirement + Employee Benefits Consulting
Family Office and Institutional Consulting
We help a variety of clients manage their fiduciary responsibilities, including foundations, endowments, educational institutions, health entities, non-profit organizations, and corporations.
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- Consolidated Performance Reporting
- Estate Preservation
- Multigenerational Planning
- Prime Brokerage Services
- Institutional Research and Trading Platform
- Hedging and Monetization
Wealth Planning
We offer 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.
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- Trust, Estate, and Wealth Transfer Planning
- Family Governance Education
- Tax Planning
- Philanthropic Advisory
- Insurance Analysis and Planning
- Retirement Planning
- Education Funding Solutions
Investment Advisory Services
Our Financial Advisors help clients define an investment strategy tailored to their goals and assist them in making informed investment choices. We deliver proprietary and third-party solutions across every market and asset class, including alternative investments.
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- Asset Allocation
- Investment Management and Strategy
- Portfolio Management
- Research and Due Diligence
Institutional Brokerage
We provide our brokerage clients with institutional research and execution services in equity, fixed income, and foreign exchange markets with all businesses operating in the Americas, Europe and Asia.
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- Sector Based and Specialist Traders
- Algorithmic Trading Formulas and Execution
- Listed and Customized Stock Options
- Primary and Secondary Fixed Income
