Wealth Management
We serve families, entrepreneurs, executives and international clients across one of the most dynamic wealth markets in the world.
Our wealth management services are designed to support long-term financial stability, thoughtful asset allocation and cross-border needs.
We develop tailored, tax-aware investment strategies for high-net-worth individuals and family groups, based on a clear understanding of your objectives, values and priorities.
We provide both discretionary portfolio management and advisory mandates, recognizing that each client has a preferred level of involvement in investment decision-making.
Client assets are held in leading international banks across multiple jurisdictions.
You grant us a limited power of attorney to manage investments within your existing accounts — without transferring funds or changing banking relationships.
The authorization applies solely to investment execution; no withdrawals or transfers can be made on your behalf.
Our team brings together senior investment professionals with deep market experience and a disciplined approach to global asset allocation, manager selection, and risk oversight.
We work with a select number of clients, allowing for meaningful dialogue, continuity and close attention.
Our team speaks Hebrew, English, French and Spanish.
We offer tailored wealth management services, supported by international expertise and the security of working with an independently owned advisory firm.
We operate with a true open-architecture approach.
Investment solutions are selected objectively and without bias, based solely on what is most appropriate for each client.
Because we are compensated only by our clients and not by product providers, our interests are fully aligned with yours.
This allows us to allocate capital to best-in-class external managers and strategies, wherever they are found.
01
DEFINING SHORT AND LONG TERM INVESTMENT STRATEGY
02
ADVISING AND OVERSEEING THE IMPLEMENTATION
03
REPRESENTING CLIENTS AND NEGOTIATING WITH FINANCIAL INSTITUTIONS
04
CONSOLIDATED REPORTING AND CLEAR OVERSIGHT
We develop both short- and long-term investment strategies based on your objectives, liquidity needs and overall family capital structure.
This includes working alongside your legal and tax advisors to ensure that investment decisions are aligned with your broader planning framework.
A disciplined approach to asset allocation is central to long-term wealth management.
Research shows that the allocation between asset classes has a greater impact on portfolio outcomes than the selection of individual securities.
While individual investments matter, the most meaningful decisions occur at the portfolio construction level — determining how to balance growth, income, liquidity and risk across market cycles.
We represent our clients in ongoing dialogue with banks, portfolio managers and trustees to ensure that the agreed investment strategy is implemented consistently across all accounts.
We monitor portfolios on a continuous basis, reviewing asset allocation, risk exposures and performance drivers.
When market conditions or client needs evolve, we reassess and adjust the strategy where appropriate.
Our role is to provide independent oversight, ask the right questions, and challenge assumptions when needed — always in alignment with your objectives.
We maintain established relationships and operating agreements with leading banks. This allows us to manage client portfolios with full transparency, operational efficiency and institutional-grade execution, including access to favorable pricing and custody arrangements.
Client assets remain in accounts held fully in their own name.
We are granted a limited power of attorney for the sole purpose of investment execution. This authorization does not permit withdrawals or transfers of funds and can be revoked at any time.
We do not receive retrocessions, commissions or fees from banks or financial intermediaries. Our incentives are aligned exclusively with our clients, ensuring that decisions are made objectively and in their best interests.
We provide a comprehensive and consolidated view of your investments across banks, custodians and asset managers.
This includes regular reporting, portfolio analysis and clear explanations of performance, risk exposures and allocation decisions.
Our goal is to ensure that you always have a complete and transparent picture of your financial position — simple, understandable and aligned with your long-term objectives.