Toll Free Phone: (954) 800-0460
Neil Jesani Wealth  Management
A boutique family office style of private wealth management

FOR HIGH NET-WORTH INDIVIDUALS, BUSINESSES, TRUSTS & FOUNDATIONS

mANAGED BY a HIGHLY EXPERIENCED TEAM OF CFAs, CFPs, CPAs, TRUST & ESTATE ATTORNEYs
Neil Jesani CFP, Andrew Constantinides IAR, Jacob McCue CFA, Michael Foulkes, Christopher Rose, Nikhil Khandelwal CFA, Sofiya Shoiab Esq.
Neil Jesani Wealth  Management

INVESTMENT PHILOSOPHY

We've designed a unique investment approach: the 3-Dimension Universal Asset Allocation Strategy, born from extensive industry research and years of investing experience. This strategy goes beyond merely keeping pace with the indices and aims to consistently outperform them by leveraging three key dimensions.

The First Dimension: Traditional Asset Allocation
Instead of the traditional equity-bond mix, we incorporate various low-correlation asset classes. These alternative investment options address the limitations of standard asset allocation, with specific assets and their weightings tailored to your risk profile.

The Second Dimension: The Principles of Money & Investment
We implement five often-overlooked investment principles: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety, and Leverage Volatility. These principles strengthen your investment journey.

The Third Dimension: External Portfolio Factors
We acknowledge and manage three significant external influences - Market Timing, Expense Management, and Strategic Tax Considerations - that can significantly impact an investor's lifetime returns. 

INVESTMENT PHILOSOPHY

INVESTMENT PHILOSOPHY

INVESTMENT PHILOSOPHY

Fiduciary Care: The standard of care you deserve

Having accumulated a high net worth, you expect and deserve the highest levels of competency, service and care from your wealth management firm. The fiduciary standard of care is the pinnacle standard in the industry.

Here's how we maintain this commitment:

Fiduciary Principle: We act in your best interest, utilizing reasonable care, skill, prudent judgment, and rigorous accountability.

Customized Portfolio: We design a portfolio tailored to your investment goals, balancing risk and return and focusing on the entire portfolio's performance.

Continuous Monitoring: We continuously monitor and adjust your portfolio in response to changing economic conditions.

Regular Reviews: Our investment team reviews every account quarterly or sooner, ensuring your portfolio aligns with your financial goals.

Your hard-earned investment portfolio deserves the best management strategy.

Streamline Your Private Wealth

Streamline your Wealth, life & purpose 

Achieve Cohesion Across Critical Foundational Areas
Financial Planning Centered on Your Objectives
Unique approaches to building tax-efficient portfolios
Smart Tax Planning Strategies for Financial Success
Maximize your wealth with innovative tax planning strategies
Wealth Planning Strategies for Achieving Your GOALs
Tailored roadmap process for maximizing liquidity and building wealth
Access Curated Private Market Options
Expert investment opportunities for growth and diversification
Expert Estate Planning and Philanthropy Services
Preserve your wealth, values, and support the causes you care about
Solid risk managment for wealth & Future income
Experience dedicated and attentive care for your wealth management needs
Family Wealth Management and Legacy Planning Services
Empower your family to make informed wealth decisions across generations
Holistic Wealth and Wellness Services
Elevate your lifestyle and enrich your wealth with our expert resources

Streamline Your Private Wealth

Streamline Your Private Wealth

WHO WE ARE

You need the right team of experts to create a strong roadmap and foundation for your wealth plan. Your specific objectives require a team that actively applies their experience and expertise to harness appropriate strategies at the right time within this landscape.

We are a diverse team of investment professionals comprising of analysts, financial planners, tax and investment advisors, trust and estate attorneys, and real estate and life insurance experts.

The world of retail investing, especially within equity markets, presents numerous challenges, obstacles, and struggles for investors.

Nonetheless, the scale of one’s investable assets can enable many families to use strategies traditionally utilized by institutional investors, such as pension plans and hedge funds.

Capitalizing on our relationships with the globe's premier banks, financial institutions, private equity and venture capital firms, real estate giants, and life insurance companies, our team has crafted a versatile and multifaceted investment philosophy. We tactically implement this approach for our clients.

Through careful planning and timely application of supplemental strategies, we effectively mitigate our clients' risk exposure without forgoing the traditional benefits of more volatile asset classes.

Streamline Your Private Wealth

ABOUT NEIL JESANI, CFP

Neil Jesani, our founder, boasts a 23-year track record of aiding numerous successful individuals and businesses nationwide in achieving substantial tax reduction, boosting investment portfolio returns with downside risk protection, nearly doubling tax-free retirement income, and establishing additional inheritances for their families.

Neil embraces a team approach, recognizing the complexity of investments, taxes, and financial planning, especially for high-net-worth individuals.

While Neil's achievements are widely recognized, with features in prestigious publications such as The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, and with numerous speaking engagements at national and regional conferences, not to mention his best-selling book "Win the War for Money and Success", what Neil truly values is the expertise his team of seasoned professionals can provide to you.

His commitment is to leverage their expertise to help you minimize your tax liabilities, enhance your investment portfolio's return rate, realize your dream retirement income, live your ideal lifestyle, and craft the legacy you wish to leave for your family and chosen charities.
Neil Jesani interviews.

Streamline Your Private Wealth

WHAT WE DO FOR OUR IDEAL CLIENTS

Each investment decision becomes increasingly critical as your wealth accumulates over your career. 

For our high-net-worth, ultra-high-net-worth, and ultra-high-income clients, even minor decisions can profoundly impact your life, family, purpose, and, ultimately, your legacy.
Our strategies are most effective for portfolios valued at $5 million and above, though portfolios ranging from $1 million to $5 million can still significantly benefit over the longer term.

We ask for a commitment that allows us to provide you with the maximum value.

As a fiduciary and registered investment advisory firm, we prioritize protecting and promoting our clients' best interests.


We thoroughly analyze your current financial standing and future goals to understand your needs and anticipate your family's future requirements.

We use this insight to formulate a dynamic plan, regularly updated and rebalanced in response to various factors.

These can include market trends, sector changes, time value of money, life events, immediate key opportunities, interest rates, dollar-cost averaging, leverage qualifications, and more.
Our strategies aim to mitigate short-term market volatility, increase the likelihood of meeting your financial goals, and minimize risk.

We maintain long-term relationships with clients, spanning lifetimes and generations.

We lower client risk through the right plan and strategic additions without sacrificing the benefits associated with more volatile asset classes.


Are you a successful engineer, physician, dentist, lawyer, senior executive or business owner? 

Our expert team of CFAs, CFPs, CPAs, and Trust & Estate Attorneys are ready to manage your wealth and financial needs.
Toll Free: (954) 800-0460
 invest@neiljesaniwealth.com
 HEADQUARTER: 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323, USA
 BRANCH OFFICE: 1406 Exchange Tower, Business Bay, Dubai, UAE
DISCLAIMER: Neil Jesani Wealth Management LLC is a State Registered Investment Advisory firm. The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neil Jesani Wealth Management LLC is an entity separate than that of Neil Jesani Advisors Inc. Investing involves risk, including the potential loss of principal. Neil Jesani Wealth Managements registered financial advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered. Here is the link to our ADV.
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