Neil Jesani Wealth Management, LLC

A Fee-Only, SEC-Registered Multi-Family Office

Neil Jesani Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving ultra-high-net-worth families as a multi-family office. The firm was founded on a straightforward belief: ultra-high-net-worth families deserve a broad range of investment strategies, including private markets for eligible clients, along with a fiduciary commitment to act in their best interest. It works with clients who meet a $10 million portfolio minimum, and it is paid by those clients rather than through commissions on products. Registration with the SEC does not imply a certain level of skill or training.