Our professionals provide an array of comprehensive financial services, catering specifically to a client's unique and evolving circumstances that require creative and careful consideration, decision making and guidance. Focusing on long-term preservation and growth of capital, we seek to provide the critical thinking and acumen needed to address the significant financial events that wealthy families and individuals may experience over time, including an initial public offering, the sale or merger of a company, large stock option exercises, inheritance, and other occurrences. We are also prepared to offer guidance with regard to philanthropic, estate and trust considerations.
Our professionals provide customized cash management and trading solutions for mid-sized and emerging-growth companies and their executives. We specialize in corporate cash management, corporate stock buybacks, coordination of restricted stock sales, employee stock option and directed share programs, Rule 10b5-1 selling plans, concentrated equity solutions, financing solutions, equity derivatives, asset allocation & portfolio management and coordination of tax & estate planning.
Jefferies provides discretionary account management services to certain high net worth clients, and assists clients in developing asset allocation strategies for the management of their accounts through a program using best-in-class multiple third-party asset managers. We provide an array of diverse offerings, including hedge funds, fund of funds, and other unique private equity and customized structured solutions.
Jefferies provides institutional liquidity and execution for venture funds and their limited partners. From guidance on exit strategies to managing multiple limited partner investments, or distributing shares, we offer advice for liquidity decisions and liquidity management, monetization and hedging strategies, block trading, and the facilitation of communication, paperwork, stock distribution and reporting.
As experts in treasury management, we strive to increase our clients' net yield by actively managing their portfolios with a disciplined investment approach that considers factors such as current yield curve, outlook for interest rates, and tax status.
