About us

Neil Jesani Wealth Management is a Multi-Family Office committed to helping ultra-high-net-worth individuals and families preserve, grow, and transition their wealth through personalized, fiduciary-driven strategies.

WHO WE ARE

A Team Built to Serve

At Neil Jesani Wealth Management, we provide the depth of an institutional investment firm with the personal touch of a dedicated family office. We serve a select group of clients who value expert guidance, independent thinking, and long-term relationships. Our team combines decades of experience across investment management, tax strategy, estate planning, and risk management—all working harmoniously to support your financial goals. Every plan we build is tailored, every decision is made with care, and every move is grounded in our fiduciary duty to act in your best interest.

OUR PROMISES TO YOU

We will always maintain an unbiased position in our client relationships, removing any potential conflicts of interest that may arise.
Our sole criteria when making decisions on our client’s behalf will always be the same: What is in the best interest of the client?
We will always maintain open lines of communication with our clients and be over-attentive to each relationship. We will initiate monthly strategy and review meetings with each client, and adjust our strategies as needed.
We will re-evaluate our thinking and positioning through changing markets and not rest on our laurels.
We will always take an open-minded approach to client goals, and possible opportunities that may serve a place within a client plan.
We will relentlessly seek out new and innovative ideas in the pursuit of our mission: To Maximize Annual Investment Returns while minimizing risk exposure.
We will adapt to your specific needs, goals, and circumstances and structure your investment plan and portfolio accordingly.