Country and region
This regional list contains 43 family offices recorded in Israel, including 6 single-family offices and 37 multi-family offices. Tel Aviv has the largest city count, followed by Herzliya Pituach, with additional profiles in Ramat Gan and Bnei Brak. Real estate is the most common listed investment interest, followed by alternative investments, private equity and venture capital. The database also records technology, funds, healthcare and hedge fund interests. Assets under management are disclosed for 9 profiles, so many entries will need to be assessed using other public firm-level information. For founders and fund managers, the mix of interests can guide an initial review of potential fit. Treat profile labels as screening clues rather than evidence of an active mandate, and verify a firm's criteria before preparing a detailed approach.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Beyond Family Office is an Israeli multi-family office and impact investment firm. It originates and syndicates investments that combine financial returns with social and environmental impact.
Levy Heritage is a multifamily office providing wealth management services to high-net-worth families. It serves clients from offices in Israel and Switzerland.
Cukierman & Co. Family Office serves families and high-net-worth individuals with investment expertise and portfolio management. It works with clients on risk profiles, asset allocation, investment decisions, and ongoing financial affairs.
Clarity Capital is a multi-family office that advises on clients’ overall wealth and manages customized portfolios. Its services include asset allocation, investment selection and monitoring, and evaluation of direct investment opportunities.
Sweetwood Family Office advises clients on investment and personal matters. It builds portfolios around client risk profiles and invests directly in securities.
ALMA MANAGEMENT is a multi-family office serving international private clients. Its services include asset management and advice, inheritance management, and credit and financing advice.
TAO is a multi-family office serving high-net-worth individuals, within a group that provides investment banking and business development services. It offers tailored financial products and support with organizing and deploying wealth.
Raveh Ravid Family Office assists individuals and families with managing and monitoring family assets. Its stated investment areas include hedge, private equity and real estate funds.
The Betesh Group is a multi-family office that supports families with business, travel and lifestyle needs.
Lucid Investments is a global family office and wealth management firm serving high net worth individuals, families, trustees, and private companies with investment advice and wealth management services.
P.J. Weil is a multi-family office that supports families with financial and non-financial aspects of wealth management. Its stated aim is to help families plan across generations.
Mabat-Up is a single-family office of the Puzis family. Its long-term strategy includes active and passive investments in capital markets, public and private companies, and real estate.
FTQ provides multi-family office services in Tel Aviv, including financial services based on its principals’ complementary business backgrounds and market experience.
Arkin Holdings is a single-family office that invests in healthcare. It manages a healthcare portfolio.
Fidelis Partners is a multi-client family office providing financial planning, strategic asset allocation, manager selection, portfolio reporting, and ongoing monitoring. Its investment approach is long term and conservative.
Rosetta Investments is an independent multi-family office established in 2008. It provides investment guidance and services to help clients manage their financial assets.
M.S.A. Shine Global Family Office provides investment management, corporate advice, and legal services to multinational families. Its services include asset protection planning and support across jurisdictions.
Claridge Israel represents the interests of the Bronfman family and manages a diverse investment portfolio.
Pioneer Private Wealth Planning provides multifamily office services, including access to specialist services and coordination among providers. Its planning and guidance are tailored to families’ circumstances.
WM is a multi-family office that provides wealth management services to individuals and families.
McFaddens & Co. is an independent multi-family office that advises families and individuals on wealth management and planning. It coordinates services around clients' goals and strategic plans.
Karni Vilenchik Family Office provides family office services throughout clients’ working lives, retirement, and later stages. Its stated services include investment strategy and financial advice for families, individuals, and businesses.
Aurec Capital is a single-family office with a history spanning several generations of an entrepreneurial family. Its stated areas include real estate, technology, media and telecommunications, insurance, infrastructure, and venture capital.
Family Wealth Advisors is an independent family office serving wealthy families. It provides family office services and lists alternative investments as an area of interest.
Caspa Family Office & Wealth Management provides asset management, investment advisory, and family office services to clients in Israel. Its stated area includes alternative investments.
Barak Wealth Management is a multi-family office serving Israeli families with wealth planning, administration, asset management, consolidation, monitoring, philanthropy, trusteeship, and risk management services.
Family Office Ariel is a single-family office for the Ariel family. It invests in commercial properties in Switzerland, London, and Germany and buys companies based on stated profit criteria.
Double Infinity Family Office is an independent multi-family office providing family office services and strategic financial planning. Its stated areas include tradable and alternative investments, financial markets, and long-term wealth management.
VERDE Financial Services is a multi-family office serving families and businesses with wealth planning, investment management, asset consolidation, performance monitoring, philanthropic advisory, and intergenerational planning.
Heritage Family Office is a multi-family office that advises families on wealth management, succession planning and philanthropy. It also provides investment advisory and support with international financial and administrative matters.
iArgento provides investment banking and financing services. Its financing activity has included companies in automotive technology, industrial systems and environmental testing.
Opal Family Office is an independent multi-family office that advises families on financial strategy, wealth management and risk management.
TAO Family Office is an independent multi-family office providing financial, commercial, corporate, and personal services. Its work includes wealth and tax planning, liquidity forecasting, asset allocation, and intergenerational wealth transfer.
Yarok Capital is a multi-family office established to share its investment expertise. It works with a strategic committee and a panel of experts.
Premia Capital manages investment portfolios for qualified investors, including ultra-high-net-worth clients. Its portfolios include cash equities, bonds, and structured products tailored to clients' risk and return needs.
KIMFO Financial Strategies provides integrated services to high-net-worth families to manage family wealth. Its areas include real estate, technology startups, private equity, and venture capital.
Ephraim Multi Family Office Services provides financial and investment advice to high-net-worth individuals, with services in tax, accounting, and coordination with client advisers. Its investment areas include real estate, deposits, bonds, exchange-traded funds, shares, currencies, and funds across global markets.
Jesselson is an Israeli and U.S. single-family office that invests in real estate, private equity and agrifood technology startups. It partners with management teams on these investments.
Goldrock Capital is a family office advisory firm that assists families with managing their affairs and financial assets. It began by serving the Goldman family and later opened its services to other families.
Caspa is a wealth management company providing asset management, investment advice, and family office services to clients in Israel.
Lighthouse Financial Solutions provides family office services to individuals, families and institutions. Its stated areas include real estate and alternative investments.
Attar Management & Investment provides family office services and wealth management to families in Israel.
CWM Capital Wealth Management is a multifamily office based in Israel.
340 events hosted since 2007, from summits to small workshops.
There are 43 profiles, all with Israel as the recorded country and no nearby-country additions. The list includes 6 single-family offices and 37 multi-family offices. It is a researched database page rather than a census, so the total should be understood as the coverage represented here.
Real estate is recorded on 10 profiles. Alternative investments appear on 8, private equity on 7 and venture capital on 6. Technology, funds and healthcare are also represented. These labels summarize the interests recorded in profiles and do not confirm that an office is seeking opportunities in those areas.
Tel Aviv has 11 entries, followed by Herzliya Pituach with 7. Ramat Gan and Bnei Brak each have 3, while Tel-Aviv appears separately with 2 in the listed city data. The list retains the city labels as recorded rather than consolidating similar spellings.
Connect your proposal to the office's stated focus and explain the opportunity, capital need and relevant track record in a short, direct note. Where possible, use a credible professional referral and confirm that the office considers the relevant investment type and stage. A database focus label is a useful lead, not proof of a current mandate.
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