Neil Jesani Wealth  Management
A boutique family office style of private wealth management


Neil Jesani Wealth  Management
Neil Jesani CFP, Andrew Constantinides IAR, Jacob McCue CFA, Michael Foulkes, Christopher Rose, Nikhil Khandelwal CFA, Sofiya Shoiab Esq.
Neil Jesani Wealth  Management


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. 




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


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


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.


Firstly, we believe investment and wealth management is very competitive and demands a very high degree of analysis as you are competing with the best of the best on the entire planet. So, it requires not only amazing skills but also lots of analysis. The comprehensive and detailed analysis will require lots of time.

Unfortunately, if you do not limit the minimum size of the investment portfolio then, you must acquire many clients to make a decent living. That is why most of the financial planners, investment advisors, relationship managers, consultants, or whatever fancy title they use, they are all salesperson (rather than true investment professionals) working hard every day to acquire new clients and gather more assets. They ended up spending much of their time in the business development activities rather than analyzing investments and your portfolio. We want to use the business development activities time to analyze and manage our clients’ investment portfolio daily. We review with clients their investment portfolio monthly or sooner based on their preference.

Secondly, we have assembled in-house the highly skilled and experienced team of CPAs, Attorneys, EAs, CFPs for the advanced income, estate tax, financial planning, and asset protection strategies. Their skill, knowledge and time are focused on the ultra-high net-worth clients’ planning opportunities. They can create tremendous amounts of tax savings and help create substantial additional wealth, but these strategies only work for the high-income and ultra-high net-worth individuals.

Thirdly, our 3D Universal Asset Allocation Strategy is very heavy on alternatives investments such as hedge funds, private equity, venture capital, private real estate, and private credit. We have access to hard-to-find and top tier institutional grade investment opportunities but most of them require a minimum of $500,000 to get into their opportunity and investor needs to be a “Qualified Purchaser”. The most people are familiar with the term “Accredited Investors”, and this requires $1 Million in net-worth or $200,000 in annual individual income and $300,000 in joint income. While the qualified purchaser status requires a minimum of $5 Million investment portfolio.

Streamline Your Private Wealth


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.
Call/Text: (954) 800-0460
 HEADQUARTER: 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323, USA
 REPRESENTATIVE 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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