About Us
About Neil JESANI Wealth
At Neil Jesani Wealth Management, we are a Multi-Family Office and Private Wealth Management firm dedicated to helping ultra-high-net-worth families, entrepreneurs, and business owners protect and grow their wealth. Our unique approach provides a holistic white-glove experience specific to your goals with investment advisory, tax optimization, risk management, and legacy planning to guide your wealth throughout future generations.
We understand the complexities that come with significant wealth. We offer private investment opportunities, liquidity and exit planning, pre-transaction strategies, and private banking services tailored to your unique needs. Whether you’re looking to optimize tax efficiency, structure a family trust, or create a philanthropic legacy, our team of experts ensures every aspect of your wealth is strategically managed.
True wealth is built on strategy, not chance. Discover how our comprehensive financial solutions can redefine your future.
Wealth Management & Family Office Services
Private Wealth Management
Tailored strategies to protect, grow, and sustain your wealth.
Tax Strategy & Planning
Maximize tax efficiency with proactive, expert-driven strategies.
Estate Planning & Legacy
Secure your wealth for future generations with strategic planning.
Investment Advisory
Expert guidance for building and optimizing your investment portfolio.
Liquidity & Exit Planning
Seamless transitions for business sales and wealth liquidity events.
Trust Services
Protect and distribute assets with expert trust structuring and management.
Private Investment Opportunities
Exclusive access to high-value, institutional-grade investments.
CFO Services
Guide your wealth to future generations with strategic planning.
Philanthropic Planning
Create a lasting impact through strategic charitable giving.
Risk Management
Strategies to safeguard wealth from market volatility and economic shifts.
Concentrated Stock & RSU Planning
Strategies to reduce risk and tax impacts in RSU/ISO Portfolios.
Pre-Transaction Planning
Structuring wealth before major financial decisions.
A Firm that puts you first
The Care and Commitment You Deserve
As a high-net-worth individual or family, you need more than just investment management; you need a firm prioritizing your financial future. At Neil Jesani Wealth Management, we uphold the highest fiduciary standard, ensuring every decision serves your best interest of you and your family.
Built on transparency, strategic planning, and accountability, we provide holistic wealth strategies beyond traditional investments, incorporating tax planning, estate structuring, and private banking services tailored to your needs. With continuous monitoring and proactive adjustments, we ensure your financial plan evolves with market changes and new opportunities.
We also offer exclusive access to private investments and institutional-grade financial solutions. To maintain the highest level of service, we selectively partner with individuals who meet our $5 million portfolio minimum. Your wealth deserves a firm that delivers expertise, trust, and personalized care.
Empowering Futures
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We're here to help! Contact us with any questions or concerns.
Your financial journey deserves a team that understands the complexities of wealth. Whether you’re looking for personalized investment strategies, tax optimization, estate planning, or private banking solutions, we’re here to provide expert guidance.