We take care of maintaining your capital and peace of mind through our Family Office services.
Learn about our global investment opportunities.
We help our clients utilize the family asset portfolio to
Preservation and increase of capital
Inheritance and preservation of the next generation
Achieving life goals
Maintaining the standard of living
Risk management and investment planning
Cooperation with the largest and leading asset managers in Israel and around the world
What do we offer?
Today, most wealthy individuals in Israel manage their asset portfolios through a number of different professionals, without synchronizing between them and without the ability to look at the full picture of the client’s needs and all the assets available to him. A bank investment manager,
insurance agent, pension agent, retirement consultant, accountant, etc. can examine only a narrow part of the various elements of their clients and advise only on the services and products under their field of activity. In contrast, each family unit contains different assets and holds complex desires and needs. The different characteristics of the family unit are interrelated and require a holistic and comprehensive ‘overview’. We at Gefen Family Office offer a unique and comprehensive Family Office service, which takes into account all the assets, needs and goals of
the family unit and through personalization and active and ongoing accompaniment help our clients to manage their capital optimally and harness all the assets and financial tools at their disposal in order to meet their various needs, realize the various life goals, To maintain the family asset unit in the next generation as well, and more.
What do customers say about us?
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FAQ
What is the process of my engagement with Gefen Family Office?
First, we begin with an introductory meeting with the client, in which we will receive initial information about the nature of the client and his family, the scope of his assets, the needs of the family unit, etc. This meeting is free of charge and without obligation. Next, we gather additional concrete information and prepare a full analysis for the family’s asset portfolio which includes the pension, insurance and financial portfolio. In the second session, we present the analysis we conducted plus recommendations for implementation in the various aspects. After that, we accompany the family unit in all matters relating to changes in the market, family needs, etc. and initiate actions actively and regularly in order to maximize the performance of the portfolio and keep our clients in the various decisions they make throughout their lives.
Do Gefen Family Office work with all types of investors?
In order to be able to give real value to our customers and to maintain our level of personal service, we work with families with capital of NIS 2.5 million or more.
What makes Gefen Family Office different from other service providers in the field?
First, the ability to examine the overall financial picture of our clients, take into account all the parties in the family unit and plan together with them for the long term. Secondly, our clients communicate with us over time, meaning that we accompany our clients on an ongoing and active basis. Finally, we work to always be at the forefront of progress in the world of wealth management, increasing, improving and refining the offerings and quality of the services and solutions we offer. When we add personal attention to each customer, we bring our clients to the best results with the best planning.
Contact Us
If you are interested in maintaining and growing your family asset portfolio and in a professional and personal office, leave your details and we will get in touch as soon as possible.
