Capabilities
Wealth Management
We provide premier guidance for institutions, investors and their family offices, backed by the global trading and execution capability of one of the largest global investment banking firms in the world.
Find out what the power of Jefferies can do for you.
Corporate and Executive Services
We specialize in managing equity compensation plans, restricted and control securities, and concentrated positions.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- Restricted Stock/Option Strategies:
10b5-1 Sale and/or Purchase Plans
144 Restricted Stock Sales
Block Trades
Cash/Cashless Exercise
Corporate Buyback Plans
Hedging Strategies
Volatility Management
- Directed Share Programs (DSPs)
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.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- 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.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- 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.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- 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.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- Sector Based and Specialist Traders
- Algorithmic Trading Formulas and Execution
- Listed and Customized Stock Options
- Primary and Secondary Fixed Income
Lending
We aim to enhance client liquidity and flexibility. Products are adaptable and extend across the industry: mortgages, unsecured loans, and loans secured by diverse assets, such as marketable securities, hedge funds, private equity funds, and real estate.
REPRESENTATIVE List Only
A full list of of focus areas is available by request. Please contact us to discuss your specific needs.
- Depository Services
- Escrow Services
- Flexible Jumbo Mortgages
- Hybrid Rate Mortgage Solutions
- Investment Credit Line:
Non-Purpose Line of Credit
Securities-Based Line of Credit - Specialized Lines of Credit
