Family Office in Israel
Independent, long-term wealth management for global families
Lucid operates as an independent multi-family office in Israel, supporting Israeli and international families with complex, cross-border financial lives.
When Wealth Becomes Too Complex for Any Single Institution
At a certain point, wealth stops being a portfolio problem.
This moment often follows accumulated success, a liquidity event, international exposure, family growth, or a major life transition. What changes is not only the size of assets — but the number of decisions, institutions, jurisdictions, and responsibilities involved.
Banks, portfolio managers, and advisors each play an important role.
But none are designed to see — or manage — the full picture.
This is when a family office becomes relevant.
What a Family Office Actually Does
A family office is not defined by products, custody, or investment style.
Its purpose is coordination.
At Lucid, the family office role means:
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creating a coherent structure across assets, entities, and jurisdictions
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ensuring decisions are made in the right order
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coordinating banks, managers, legal and tax advisors
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maintaining long-term alignment as circumstances evolve
The objective is not optimization in isolation, but clarity across the entire financial life.
What a Family Office Does Not Do
A family office is often misunderstood.
Lucid does not:
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replace banks or portfolio managers
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take custody of assets
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sell financial products
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remove control from clients
Clients retain their existing banking relationships, custody arrangements, and decision authority. Our role is to advise, oversee, and integrate — not to take over.
Why Coordination Matters More Than Performance Alone
As complexity increases, the primary risks are rarely market-related.
They are structural:
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fragmented decision-making
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inconsistent advice across institutions
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actions taken in the wrong sequence
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hidden costs, duplicated risks, or unintended exposures
A family office exists to reduce these risks — not by predicting markets, but by governing decisions.
A Multi-Family Office — Structured for Independence
Lucid operates as an independent multi-family office.
This structure enables:
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independence from products and platforms
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alignment with clients rather than institutions
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institutional standards without the rigidity of a single-family office
Serving multiple families allows access to global expertise, robust processes, and institutional discipline — while preserving discretion and senior-level involvement.
When a Family Office Becomes Relevant
A family office is typically relevant when:
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assets are spread across multiple banks or countries
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family, tax, and investment decisions intersect
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a liquidity event or inheritance changes responsibilities
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international relocation (such as Aliya) adds complexity
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long-term planning becomes as important as returns
It is less about wealth level — and more about complexity and responsibility.
How This Role Is Implemented at Lucid
Lucid’s family office role is implemented through:
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independent oversight and coordination
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global, multi-custodian architecture
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structured governance and reporting
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collaboration with existing advisors
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long-term planning across generations
All guided by a clear decision philosophy — the Swiss Approach.
Who This Is For — And Who It Is Not
Lucid’s family office model works best for individuals and families who:
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want to remain involved in decisions
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value clarity over constant activity
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prefer thoughtful sequencing to rapid execution
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seek independence and long-term alignment
It is not designed for those seeking full outsourcing with minimal engagement.