Our Services
Independent multi-family office and wealth management for complex financial lives —
built on Swiss institutional standards and long-term alignment.
What We Do
What We Mean by a Multi-Family Office
We support families, entrepreneurs, trustees, and private companies in managing and structuring their wealth with clarity and confidence.
Our advice is independent, grounded in disciplined research, and shaped by decades of experience in Swiss private banking and global wealth management.
We work closely with clients to understand their objectives, values, and constraints — and translate them into a coherent, long-term financial strategy.
At Lucid, a multi-family office is not a replacement for banks or investment managers.
It is an independent coordination role — designed for individuals and families whose financial lives span multiple institutions, asset classes, and jurisdictions.
We work alongside existing banks, portfolio managers, and advisors to provide clarity, governance, and long-term alignment — without taking control away from the client.
A Unique Position in the Wealth Management Ecosystem
Lucid holds a rare vantage point:
deep familiarity with Swiss private banking, full independence, and deep understanding of the realities faced by global families in Israel.
We work alongside — not instead of — existing institutions, providing clarity and coordination where fragmentation typically exists.
Swiss Banks: Exceptional, but Platform-Oriented
Swiss private banks provide world-class custody and execution.
Their focus, however, is primarily platform-centric rather than holistic.
They typically:
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prioritize internal investment products
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operate within structured product universes
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focus on portfolio management rather than family governance
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offer limited coordination across banks, legal, or tax advisors
Lucid complements Swiss banks with:
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unbiased global solution selection
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strategic oversight beyond bank products
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onboarding and compliance guidance
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long-term coordination across institutions
Israeli Banks: Accessible, but Local and Fragmented
Israeli banks are familiar and accessible, but largely domestic in focus.
They often:
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emphasize local or wrapped foreign products
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rely on limited global research
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lack continuity across advisors and decisions
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revert to reactive decision-making
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offer limited cross-border expertise
Lucid provides the global structure and perspective not available locally.
Israeli Portfolio Managers: Professional, but Limited in Scope
Investment houses play an important role, yet are inherently constrained.
They typically:
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manage portfolios within predefined mandates
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rely on model-based or benchmark-driven allocations
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offer indirect or locally packaged global exposure
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limit advisory scope to investments
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provide minimal coordination across legal, tax, or estate needs
Lucid stands apart through:
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multi-custodian global architecture (Switzerland / Luxembourg / U.S.)
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cross-border structuring
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Swiss-style governance and planning
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complete independence — no products, no incentives
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orchestration across all advisors
Portfolio managers manage assets.
Lucid manages entire financial lives.
Global Custody as a Design Principle
For families operating across borders, custody is not an operational detail — it is a strategic decision.
Lucid designs multi-custodian structures to:
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reduce dependency on any single institution or jurisdiction
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preserve flexibility as circumstances evolve
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separate custody from advice
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protect families from institutional, geographic, and operational risk
Switzerland -
Discretion, stability, and private-banking depth.
Luxembourg
Cross-border structures, regulated investment vehicles, and sophisticated planning.
United States
Institutional markets, liquidity, and access to world-leading investment vehicles.
Multi-custodian architecture is essential for families whose financial lives extend beyond one country or institution.
Global Research. Unbiased Decisions. Swiss-Grade Insight.
Through partnerships with leading international institutions, clients benefit from:
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multi-asset global research
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macroeconomic perspectives
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sector-specific analysis
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credit and fixed-income intelligence
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thematic and alternative insights
As an independent family office, our decisions are guided solely by merit, alignment, and transparency — never by product incentives.
Cultural Fluency: Swiss, Israeli, and Global
Lucid supports:
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global families living in Israel
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Olim transitioning into a new financial system
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Israeli founders with assets abroad
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multi-jurisdiction households
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families with European and North American ties
We bridge:
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Swiss precision
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Israeli pragmatism
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global expectations
A rare and powerful combination.
A Structured, Institutional Process for Complex Lives
Lucid follows a disciplined Swiss-style methodology:
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holistic wealth architecture
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global portfolio construction
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coordination across legal, tax, trust, and estate advisors
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multi-custodian reporting
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governance and risk oversight
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multi-generational planning
More than advising — we orchestrate.
Boutique Size. Institutional Standards. Swiss DNA.
Lucid serves a limited number of families to ensure:
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senior-level involvement
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discretion
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clear governance
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alignment and accountability
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uncompromised quality
Boutique by design.
Institutional in discipline.
Swiss in philosophy.
Want to understand the decision philosophy behind our services?
How We Work Alongside Banks and Portfolio Managers
Lucid does not replace banks or portfolio managers.
Each plays an important role — and each has clear limits.
Banks are designed to provide custody, execution, and access to investment platforms.
Portfolio managers focus on managing portfolios within defined mandates.
Lucid operates independently of both.
Our role is to act as a financial architect — helping clients define priorities before allocating capital, sequence decisions rather than optimize them in isolation, and coordinate across institutions so that investments, structures, and long-term objectives remain aligned over time.
Clients retain their existing banking and custody relationships.
We do not take custody of assets and we do not sell products.
Instead, we advise, oversee, and integrate — reviewing decisions, structures, costs, and risks across banks, managers, and jurisdictions, so that no single institution dictates outcomes and no part of the financial picture is managed in isolation.
This approach becomes essential as complexity increases — when wealth spans institutions, asset classes, countries, and life stages, and when no single provider sees the full picture.