Terms of Service | Neil Jesani Advisors
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Terms of Service.

Effective May 2026. Please read carefully — these terms govern your use of this site.

1. Acceptance of Terms

By accessing or using neiljesani.com (the “Site”), you agree to be bound by these Terms of Service. If you do not agree, do not use the Site.

2. No Tax, Legal, or Investment Advice

Information presented on this Site — including articles, case examples, frameworks, and strategy explanations — is provided for general informational and educational purposes only. It does not constitute tax, legal, accounting, or investment advice, and no advisor-client relationship is formed by reading this Site or by submitting an inquiry through it.

Any application of the concepts discussed must be evaluated against your specific facts and circumstances by a qualified professional. An advisory relationship with the firm is established only upon execution of a written engagement letter.

3. Use of the Private Strategy Audit

The Private Strategy Audit is an intake tool that produces preliminary observations based on the inputs you provide. It is not a tax opinion, planning memo, or recommendation. Outputs are not a substitute for a personalized engagement.

4. Forward-Looking Statements & Outcomes

Representative outcomes, case studies, and statistics presented on the Site reflect prior client work under specific facts and may not be representative of results you would achieve. Past results do not guarantee future outcomes.

5. Intellectual Property

All content on the Site — including text, graphics, frameworks, and the Strategy Audit methodology — is the property of Neil Jesani Advisors and is protected by U.S. and international intellectual-property laws. You may not reproduce, distribute, or create derivative works without prior written consent.

6. Third-Party Links & Services

The Site may link to or embed third-party services (for example, calendar booking). We are not responsible for the content, privacy practices, or availability of those services.

7. Limitation of Liability

To the fullest extent permitted by law, Neil Jesani Advisors and its principals, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of, or inability to use, the Site or any information obtained from it.

8. Governing Law

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-law provisions. Any dispute arising under these Terms shall be resolved exclusively in the state or federal courts located in Broward County, Florida.

9. Changes to These Terms

We may revise these Terms from time to time. Continued use of the Site following any revision constitutes acceptance of the updated Terms.

10. Contact

Questions about these Terms may be directed to [email protected].

Neil Jesani Advisors

We engineer tax outcomes for high-net-worth individuals, founders, investors, business owners & corporations.

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Offices

  • Fort Lauderdale Office1301 International Parkway, Suite 550
    Sunrise, FL 33323
  • Las Vegas Office1160 N. Town Center Dr., Suite 130
    Las Vegas, NV 89144
  • [email protected]
  • +1 (800) 758-3101

Memberships, Affiliations & Honors

Circular 230 Notice: Information presented on this site is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or investment advice. No advisor-client relationship is created by use of this site or by submitting an inquiry. Any tax advice contained herein is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax-related penalties. Representative outcomes reflect prior client work under specific facts and are not a guarantee of comparable results. See our full disclosures.

© 2026 Neil Jesani Advisors, Inc. All rights reserved.

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Fort Lauderdale, FL · Las Vegas, NV