Heritage Family Office

Heritage Family Office is a boutique global multi-family office established in 2018, based in Herzliya Pituach, Israel. The firm specializes in providing comprehensive wealth management services to a select group of international families. Their offerings encompass long-term financial planning, global structuring, and succession planning, alongside professional fiduciary roles and routine administrative support.

The firm draws upon decades of deep knowledge and experience in investments and capital markets to guide families in their global investment strategies and to source investment opportunities. Heritage Family Office also assists immigrant families in establishing efficient financial structures and ensuring a smooth transition of their international affairs.

Heritage Family Office provides independent global investment advisory services, including analysis, oversight, and portfolio advisory. They act as a gatekeeper for investment opportunities and offer consolidated reporting. The firm's investment advisory services extend to alternative asset classes such as global real estate, hedge funds, private debt, and derivatives.

The team at Heritage Family Office includes founders Michael Silver and Rodney Simon, CIO Daniel Peretz, Investment Analyst Meir Valman, Client Relationship Manager Danny Hotz, and Portfolio Management specialist Moshe Klempner. They leverage their diverse expertise to advise on family governance, legacy protection, and the coordination of various service providers, including legal, tax, and banking professionals.