by kschwok

Nous proposons un service personnalisé de Family Office et de Gestion de Patrimoine. Le succès d’une Gestion d’investissements réussie qui vous apporte une valeur ajoutée est le résultat d’une analyse fine et d’une planification solide. Nous sommes à vos côtés pour vous aider à optimiser votre patrimoine et à considérer des solutions nouvelles, parfois moins familières, mais qui sont plus en adéquation avec votre plan de répartition d’actifs.

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GESTION DE PATRIMOINE

Vos préférences en matière d’investissement, vos zones de confort et vos idées concernant le futur de vos actifs sont des éléments importants dans l’élaboration de votre portefeuille. Le processus commence par une évaluation précise de votre profil risque et la définition de vos objectifs de rendements au court et moyen-terme.
Nous définissons un plan d’investissement à l’aide d’outils d’ingénierie financière de pointe permettant d’optimiser les flux financiers souhaités et le rendement des actifs.

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VOTRE FAMILY OFFICE

Dans un monde infiniment plus complexe, l’intégration de disciplines variées est essentielle pour préserver et dynamiser votre patrimoine familial.  Les objectifs que nous définissons avec les familles avec lesquelles nous travaillons sont uniques et spécifiques aux besoins et aux sensibilités de chacun. Nous proposons des solutions sur mesure, ajustées aux valeurs et aux motivations personnelles de nos clients. Nous gérons votre patrimoine avec attention et vigilance.

Nous faisons preuve de réactivité chaque jour, en mettant nos compétences et notre expérience à l’épreuve – nous ne sommes pas de simples fournisseurs financiers de produits et de services.


Pourquoi nous choisir?

Performance

Service de qualité et performant

Loyauté et transparence

Conseil indépendant et transparence vis à vis des frais bancaires

Experience professionnelle

Plus de 15 ans d’experience en conseil financier et gestion de patrimoine complexes


CORE VALUES


We are focusing on servicing the sophisticated needs of wealthy families. Benefit from our Wealth Management insights and best practices so you can fully understand the changing trends that may impact you.

לוסיד השקעות פמילי אופיס

Frequently Asked Questions

A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities.

The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services.  A wealth manager comes in many legal forms  – private bank, trust company, brokerage firm, family office, multi-family office, financial planner, etc.

There is no need for you to change banks. As your advocate, we work with each of your service providers to be sure they are working toward your best interests. Through consolidated reporting, we review transactions, confirm pricing, review commissions, identify errors and see that what you agreed to pay is what you are being charged.

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OUR VISION


We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way. Three core tenets form the foundation for everything we do in Wealth Management:

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The firm is an independent advisory firm. We have no financial interest in selling you products, meaning there are no hidden sales agendas or conflicts of interests

We are bound to put our client’s interests first, ahead of our own. The firm is an independent, fee-only fiduciary firm. There are three defining characteristics of an Independent, Fee-Only Fiduciary Firm:

  • We have a legal obligation to put our client’s interests first, ahead of our own
  • We are paid only by our clients, with a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensations
  • Our independence from any financial services firm, bank or broker allows us to asses your needs, then make recommendations and help you find the financial services products and services that are right for you, without any sales agenda
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The firm is a committed advocate for your family’s long-term interests

We understand that you have relationships with financial companies that you value. Rather than compete with them, we work with them to be sure they are all working together toward your best interests rather than their own agendas. But, we serve as your advocate with your existing providers by asking:

  • Are the investment products in your portfolio right for your objectives?
  • How much are you paying each provider?
  • Are you paying different providers for the same services?
  • Are your providers communicating with one another about the overall well-being of your wealth enterprise?
  • Is your current investment strategy consistent with your wealth planning activities?

We help your family execute its wealth management in whatever way benefits you the most ensuring you buy smartly, effectively, and only those products and services that are right for you.

לוסיד השקעות פמילי אופיס

The firm is on your family’s side, and no one else’s

In many wealth management relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the family. Instead of receiving advice, families often receive recommendations based on the compensation and incentives the advisor may receive. We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Ever.


// IN THE NEWS



ECB: Time to say goodbye to easy money?

Bizportal | 10.06.2018

In March, the European Central Bank dropped a long-standing pledge to increase its bond buying if needed, taking another small step in weaning the euro zone economy off quantitative easing (QE).

Just how much recent economic and international developments are impacting the ECB’s plans to unwind QE could well make for a lively debate. Nevertheless, there are some of the key questions for markets investors are interested in.

Read full article



Why you should look for alternatives for your bank deposits

Globes | 31.10.2017

Almost every investor sometimes faces the problem of cash sitting on is account. In the low-interest environment, it is always a problem. You do not want to hurry your stock investment decision, sometimes you have to wait for entry point longer. Sometimes, you do not feel comfortable to invest at the market highs and are waiting for a substantial correction.

We are in a period of rising interest rates. There is no doubt about it. Nevertheless, there are plenty of people who doubt that share prices will rise forever and are afraid of fall. Therefore, there is a legitimate question what to do with your cash you keep for investing in future. And how to keep earning on rising interest rates in the defensive and risk-averse way.

Read full article



Former CEO at Pictet Wealth Management Israel Karen Schwok Establishes Lucid Investments  Family Office

The Marker | 21.08.2017

Marius Nacht’s partner and Former CEO at Pictet Wealth Management Israel recently established Lucid Investments. Marius Nacht is one of the founders of Nasdaq listed company Checkpoint Software Technology.

Multi Family Office and Wealth Management firm Lucid Investments is the newest player in robust finance industry. The firm’s mission is to assist high-tech entrepreneurs, families and trustees in developing strategies for long-term investment success and asset management within a dynamic economy.

Read full article


 

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3 Rothschild Blvd, Beit Psagot, 19ème étage
Tel-Aviv 68881 Israel

+972 3 516 3279

Pour toute question complémentaire, n’hesitez pas à nous contacter.

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