Private Wealth Investors

The Brabant-Wood-Pirrello Team

Our Client-First Approach

With over 30 years of experience, we have worked with an elite group of highly accomplished executives, entrepreneurs, professionals, and venture capitalists, as well as family offices. We are intimately familiar with the challenges of managing wealth and believe financial advice is about having a unique plan that is customized to reflect your goals beyond just finances. Combining our experience and perspective with the institutional and investment banking capabilities of Jefferies, we deliver highly sophisticated, comprehensive and objective financial planning and investment solutions while acting in your best interests. Jefferies has a Client First – Always motto, and our entire team is dedicated to providing you highest level of attention and focus at all times. We look forward to learning more about you and your family and how we can meet your goals. Capabilities: Comprehensive Estate and Financial Planning, Pre-Liquidity Planning, Tax Mitigation Strategies, Investment Management, Consolidated Performance Reporting, Proprietary Investment Opportunities, Hedging and Monetization Strategies, Capital Markets, Corporate Services, Lending.