How do you bring a Family Office mindset to families who are just starting to build serious wealth?
I spent the last two decades in the major arenas of the capital markets — portfolio management, options strategies, leading investment funds, and working with institutional bodies. I saw how big money works: a written strategy, goal-based asset allocation, and periodic review of the investment thesis — not of daily price swings.
Then I looked at the market for the general public. Most families in Israel with ₪500K–5M in net worth encounter an entirely different approach: each advisor looks through their own professional lens. The insurance agent sees the insurance policies, the bank advisor sees the managed portfolio, the pension advisor sees the pension — and each one is an expert in their field. What's missing in most cases is one person who holds the whole picture.
So I built a new service. A personal Wealth Strategy, with a written document, that looks at all four layers together — pension, investments, insurance, and taxation — and connects them into a single plan for a 10–20 year horizon. Control of the money stays entirely with you, the service is accessible from the wealth you already have today, and the recommendations are based on your goals — not on a specific product.
I bring the knowledge from the trading floor, and translate it for the one person sitting across from me, for their specific situation, and for what will truly shape their financial future. That's the difference between an advisor who works around a product — and a strategist who works for you.
