Family Office for Lasting Wealth & Legacy
A comprehensive approach to managing and preserving wealth across generations for ultra-high-net-worth families and entrepreneurs.
Comprehensive Family office Services
We provide tailored financial solutions designed to protect, grow, and transition your wealth across generations. From strategic investment management to estate and tax planning, our Family Office ensures every aspect of your financial life is expertly managed with your family’s long-term goals and legacy in mind.
Investment Advisory
Expert portfolio management with exclusive private investment opportunities.
Estate & Legacy Planning
Structuring wealth transfer and asset protection strategies.
Tax Strategy & Planning
Proactive tax structuring to maximize efficiency and minimize liabilities.
Risk Management
Comprehensive strategies to safeguard assets and mitigate financial exposure.
Trust Services
Protect and distribute assets with expert trust structuring and management.
Stock & RSU Planning
Exclusive banking solutions tailored for high-net-worth individuals.
Liquidity & Exit Planning
Strategic planning for business transitions and wealth preservation.
Philanthropic Planning
Structuring charitable giving in alignment with family values.
Family Education
Preparing future generations for responsible wealth stewardship.
What You Gain with Our Family Office
At Neil Jesani Wealth Management, we provide more than financial services. We offer a fully integrated, white-glove experience tailored to ultra-high-net-worth individuals’ and families unique needs.
With our in-house team of experts, everything you need for wealth management is under one trusted umbrella. From investment advisors, tax strategists, estate planners, and private banking specialists, we ensure our team coordinates to create a roadmap that addresses immediate and long-term financial goals.
We take a client-first approach, crafting personalized strategies that align with your goals and evolving needs. Whether preserving wealth, optimizing tax efficiency, or structuring your legacy, we deliver expertise, discretion, and unparalleled service at every step.
YOU DESERVE A FAMILY OFFICE
Ultra-High-Net-Worth & Multi-Gen Families
CEOs, Founders & Tech Executives
Pre-Liquidity & Next-Gen Innovators
Private Equity & Venture Capital Partners
Elevating Wealth, Empowering Futures
At Neil Jesani Wealth Management, we specialize in providing a sophisticated, personalized approach to wealth management for affluent families, entrepreneurs, and business owners. Our mission is to help you not only preserve and grow your wealth but also ensure it creates lasting value for future generations.
Team
Meet Our Advisory Team
Our advisors, specialists, and client support staff are here for one reason:
to work as an integrated team to serve you.
Contact Now
We're here to help, Contact us today!
Work with a Family Office that provides personalized wealth management, strategic planning, and exclusive investment opportunities tailored to your legacy.