Family Offices in Israel

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.

High House Investment is a family office based in Tel Aviv, Israel, founded in 2013. The firm invests in mixed-use, multifamily, and commercial real estate properties, as well as growth and venture funding in companies operating in aerospace, artificial intelligence, automotive, big data, fintech, robotics, software, and climate tech. Additionally, the firm provides private debt financing solutions.

Himalaya Family Office Advising is a multi-family office located in Tel Aviv, Israel. Established in 2008, the firm provides comprehensive family office services including global investment portfolio management with risk management and analysis, international and local private banking accounts monitoring, cash flow planning, tax optimization, financial planning, exposure to diversified real estate investment opportunities, and family governance and training. The firm operates as an independent advisor managing investment portfolios for high-net-worth families with complex ownership and asset structures.

NGT HealthCare II is an early-stage medical device and life sciences venture capital fund based in Nazareth, Israel. Structured as an impact fund aligned with UN SDGs, the firm raised $92 million for its Impact Fund focused on medtech and biotech ventures, with a particular emphasis on supporting Arab-Israeli entrepreneurs in the medical technology sector.

Wise Capital is a Multi-Family Office based in Tel Aviv, Israel, dedicated to providing comprehensive wealth management services to high-net-worth families across generations. The firm emphasizes a holistic approach, focusing on transparency, aligned interests, and delivering long-term competitive results. Their expertise aims to provide clients with peace of mind regarding their finances, allowing them to concentrate on other life goals. Key services offered include Investment Management, Financial Concierge, Estate & Generational planning, and access to Alternative Investments.The firm was founded by Co-Managing Partners Dovi Spero and Lior Navon, who bring extensive experience to the financial sector. Dovi Spero has over thirteen years in investment management, including a role as VP Private Clients at Harel Finance Investment Management, where he managed investments for ultra-high-net-worth clients. He also spent six years at Psagot Investment House, managing significant provident and advanced study funds. Lior Navon possesses fourteen years of experience in the capital market, having managed sales and market development activities at the Tel Aviv Stock Exchange and held various management positions at Harel Finance, including leading international brokerage and foreign trading operations.While Wise Capital focuses on comprehensive wealth management and alternative investments, specific notable investments or portfolio companies are not publicly detailed for this particular entity. The firm's strategy involves preserving and growing wealth through various financial instruments and strategies tailored to their clients' needs.The management team's deep background in both investment management and capital markets, coupled with their commitment to innovation and adaptability to changing investment trends, underpins Wise Capital's approach. Both partners hold investment management licenses and have strong academic backgrounds in business administration, finance, and strategic management, ensuring a knowledgeable and experienced leadership for their clients.