$5 Million+ Portfolio? There’s a Reason Institutions Avoid the Traditional Portfolio
Our 3D Asset Allocation Model is built for high-net-worth investors seeking more than the outdated 60/40 portfolio. As a Multi-Family Office, we combine personalized planning with access to hard-to-find, institutional-grade investment opportunities—delivering greater diversification, stronger downside protection, and a strategy designed to grow and preserve wealth across generations.
INVESTMENT PHILOSOPHY
Rethinking Traditional Asset Allocation
Asset allocation has been the single biggest driver of portfolio performance for decades. Yet, traditional models relying on stocks and bonds struggle to outperform market indices consistently. We take a three-dimensional approach at Neil Jesani Wealth Management, refining traditional strategies to maximize growth, reduce volatility, and enhance long-term returns.
Our 3-dimensional Universal Asset Allocation strategy results from decades of testing, real-world investment experience, and financial expertise. We create a robust, high-performing portfolio strategy tailored to high-net-worth individuals and families by incorporating three critical dimensions.
What Sets Us Apart
As a Multi-Family Office, we offer more than traditional wealth management—delivering fully integrated strategies, fiduciary advice, and exclusive access to private investments typically reserved for institutions. Our depth of expertise and client-first approach is what sets us apart.
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.
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What You Gain with Neil Jesani Wealth
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.