Top Family Offices in Tel Aviv 2026

Key Facts About Family Offices in Tel Aviv

• Israel has roughly 15 registered single family offices (SFOs). Eight operate in Tel Aviv and four in Herzliya, forming the country's two primary wealth hubs.
• The global family office industry manages $10 trillion in assets under management (AUM) through 15,000 offices. Israel's share is growing rapidly thanks to tech exits.
• Tel Aviv hosts the Annual Family Office & High Net Worth Conference, running since 2008 and now in its 17th year at the Hilton Tel Aviv.
• Mega-exits like Wiz ($32 billion) and CyberArk ($25 billion) are creating new family offices at a rapid pace. Over $10 billion in Israeli tech exits closed in each of the last two years.
• Multi-family offices (MFOs) in Israel generally serve families with $30 million or more in liquid assets. A standalone SFO requires at least $250 million.
• The US-Israel corridor drives heavy cross-border activity. Offices provide dual-citizen tax planning, offshore trust structures, and multi-currency custody.
• Family office syndicates such as Diamond Wealth coordinate roughly 120 families. They pool $50 to $100 million per deal for co-investment at institutional scale.

Family Office Tel Aviv: Landscape Overview

Tel Aviv and Herzliya sit at the center of Israel's startup ecosystem. That proximity shapes every aspect of the local family office market. Israel's roughly 15 SFOs lean heavily toward venture capital, reflecting a culture where tech founders recycle exit proceeds into new startup bets. An additional ten or more MFOs serve ultra-high-net-worth (UHNW) families, entrepreneurs, and corporate executives who need holistic wealth management.

The tech exit boom is the primary engine behind this market. Over $10 billion in Israeli tech deals closed in each of the past two years. Billion-dollar exits like Wiz and CyberArk generate the liquidity that seeds new offices. Ron Diamond, who runs a syndicate of 120 family offices, has noted that "almost every exit creates the foundation for a new family office." A younger generation stands to inherit $83 trillion globally from baby boomers, and much of that capital will likely flow toward technology allocations in Israel.

Cross-border complexity further sets this market apart from domestic wealth hubs in the US or Europe. Many families hold dual US-Israeli citizenship, which triggers obligations around income tax, gift tax, estate tax, and foreign trust reporting. Aliya planning, RSU management for tech executives, and offshore trust structures create demand for advisory firms with deep multi-jurisdiction expertise. The Abraham Accords have added another layer, opening capital corridors to Dubai and the Gulf. Non-Jewish international family offices are entering the Israeli market for the first time.

Family Office Comparison at a Glance

Tel Aviv's family office landscape spans venture-focused SFOs, full-service MFOs, and global advisory platforms. The table below captures the key differences in focus, services, and location. AUM figures are omitted because none of the offices below publicly disclose them.

Family Office	Type	Investment Focus	Key Services	Location
Arison Investments / SAFO	SFO	Impact investing, ESG, climate, food tech, healthcare	Values-based portfolio management	Tel Aviv / Miami
Bernstein Private Wealth	MFO (global)	Cross-border wealth, entrepreneurs, executives	Multi-currency management, Olim guidance, charitable giving	Tel Aviv
Pioneer Wealth Management	MFO	Holistic planning, global and local markets, ESG	Financial planning, shekel management, RSU planning	Herzliya Pituach
Lucid Investments	MFO	Post-exit wealth, Swiss-standard advisory	Financial planning, RSU guidance, Aliya planning	Tel Aviv
Opal Family Office	MFO	Global allocation, PE, private debt, real estate	Wealth management, estate planning, alternatives	Tel Aviv (Nes Ziona)
Heritage Family Office	MFO	Global advisory, succession, immigrant families	Fiduciary services, immigration assistance, charitable giving	Israel
TAO Family Office	MFO	Bespoke services for high-net-worth individuals	Full-service multi-family office	Israel
Atooro Fund	SFO	Quantum computing, space, AI	Venture capital investing	Tel Aviv
Claridge Israel	SFO	Innovative startups with tech advantage	Startup investment	Herzliya
Dynamic Loop Capital	SFO	Innovative startups	Private investment	Tel Aviv
Jesselson Family Office	SFO	Real estate, private equity, venture capital	Multi-generational wealth preservation	Tel Aviv

SFOs dominate the venture and direct capital deployment end of the spectrum. MFOs provide the broader suite of financial planning, tax, estate, and succession services that post-exit families typically need.

Top Picks by Strategy

• Leading Impact Investor: Arison Investments, which built its entire portfolio around UN SDG-aligned values in climate, food tech, healthcare, and education.
• Top Cross-Border Specialist: Bernstein Private Wealth Management, with a dedicated in-house team handling US-Israel tax planning, offshore trusts, and multi-currency custody.
• Best for Post-Exit Entrepreneurs: Lucid Investments, combining Swiss-standard advisory with RSU guidance and Aliya planning for newly liquid founders.
• Strongest MFO Platform: Pioneer Wealth Management, operating since 1986 with holistic planning that covers shekel management, global advisory, and ESG integration.
• Most Ambitious Deep-Tech SFO: Atooro Fund, placing concentrated bets on quantum computing, space commercialization, and AI startups.
• Top Pick for Immigrant Families: Heritage Family Office, offering immigration assistance, global structuring, and service provider coordination for families relocating to Israel.
• Largest Co-Investment Network: Diamond Wealth's syndicate of roughly 120 family offices, which can assemble $50 to $100 million in a single week for institutional-scale deals.

Top Family Offices in Tel Aviv and Israel in Detail

Arison Investments / SAFO

Few private wealth offices anywhere have woven impact investing as deeply into their operations as Arison Investments. The Shari Arison Family Office allocates capital in line with UN Sustainable Development Goals, targeting climate, food tech, healthcare, education, and AI. Its track record includes a former controlling stake in Bank Hapoalim, one of Israel's largest banks.

Other notable exits include the sale of Shikun & Binui to the Saidoff Group in 2018 and water technology company Miya to Bridgepoint in 2019. The office operates from both Tel Aviv and Miami, giving it a natural bridge for cross-border deals. Families seeking a model for values-aligned capital deployment will find Arison's approach among the most developed in Israel.

Bernstein Private Wealth Management Tel Aviv

Managing wealth that spans multiple currencies, tax jurisdictions, and trust structures is the core challenge for global families with ties to Israel. Bernstein's Tel Aviv office, led by Principal Yigal Marcus, tackles this by pairing local advisory with the global resources of AllianceBernstein. Services include 10b5-1 selling plans, hedging for concentrated stock positions, and multi-currency management through global (USD/EUR) and local (ILS, via Phoenix Israel) platforms.

The office also provides financial guidance for Olim adjusting their wealth structures to Israeli residency. Tech executives juggling RSU packages and cross-border estate plans get a dedicated advisory team built for exactly that complexity.

Pioneer Wealth Management

Pioneer is the longest-running MFO in the Israeli market, operating from Herzliya Pituach since 1986. Co-founded by Omer Galin and co-chaired by Monty Hilkowitz, the firm offers holistic financial planning that spans both shekel-denominated portfolios and global markets. Pioneer also maintains a dedicated ESG head, making it one of the few Israeli MFOs with a formal responsible investing mandate.

Its Private Family Office division, managed by Avi Nahum, provides a step up for UHNW families that want dedicated service without the cost of building a standalone SFO. For families seeking a proven, full-service platform with nearly four decades of continuity, Pioneer sets the benchmark.

Lucid Investments

Independent, conflict-free advisory with zero product sales and zero third-party commissions defines Lucid Investments. Karen Schwok founded the firm after more than 23 years at Banque Pictet, bringing Swiss private banking standards to the Israeli market. Post-exit entrepreneurs represent a core client group. Lucid provides RSU guidance, cash-flow and liquidity management, and tax-aware planning tailored to founders who have recently converted equity into liquid wealth.

The firm also supports Aliya and relocation planning, helping global families align banking and portfolio structures when moving to Israel. Assets stay with leading custodian banks. Lucid acts solely as advisor, never as custodian.

Opal Family Office

Opal stands out for its tilt toward alternative assets and global allocation. Founded in 2009 by Yaron Yechezkel, the firm invests in private equity, private debt, and real estate, making it one of the more diversified MFOs in Israel. Based in Nes Ziona (near Tel Aviv), Opal also provides estate planning and wealth advisory.

Its portfolio extends to biotech and life sciences, reflecting Israel's strength in those sectors. Families looking for an MFO with strong alternatives access and a global allocation framework should consider Opal's platform.

Heritage Family Office

Immigrant families face a niche challenge that few Israeli offices address well, and Heritage fills that gap. Michael Silver and Rodney Simon founded the firm in 2018 to provide immigration assistance, global structuring, and coordination among service providers for families moving to Israel. Its scope covers advisory, fiduciary services, succession planning, and charitable giving.

Daniel Peretz leads the portfolio side as CIO. For families navigating the financial complexity of relocation, Heritage's integrated approach reduces the burden of assembling separate advisors for each jurisdiction.

Atooro Fund

Frontier technology is where Atooro Fund places its highest-conviction bets. Jacob Engel built his fortune in property and mining before launching this SFO as a venture vehicle. General Partner Yonatan Brender manages the fund, which focuses on quantum computing, space commercialization, and artificial intelligence. These are concentrated wagers rather than broad allocations. Atooro represents the archetype of the Israeli SFO: wealth generated in traditional sectors, redeployed into the deep-tech ecosystem that defines Tel Aviv's startup culture.

Claridge Israel

Selective startup investing with a focus on proven tech edges defines Claridge Israel. Operating from Herzliya as the Israeli arm of a single-family platform, the office targets companies with clear technical advantages under CEO Oded Tal. Portfolio companies include Duda (a web platform serving agencies and SMBs) and GigaSpaces (an in-memory computing firm). Claridge's focus on startups with demonstrated tech advantages, rather than early-stage moonshots, positions it as a disciplined player in the SFO landscape.

TAO Family Office

Pooling multiple families under one roof while delivering bespoke service is TAO's core value proposition. Tatyana Tanchelson, Alin Goldshtein, and Alexander Potievskiy co-founded the firm to provide integrated wealth strategy where all advisors work in a coordinated manner. TAO highlights the purchasing-power benefits of combining families, which reduces costs while enlarging the asset base.

For families that want unbiased, independent advisory with the breadth of a larger institution, TAO's model splits the fixed costs of a family office among multiple clients.

Beyond Family Office

Capital redirection from traditional holdings to value-aligned ones is Beyond's sole mission. The firm advises families from around the world on impact portfolios, helping them allocate to causes close to their values without sacrificing returns. In a market where impact investing is gaining momentum (Arison and Pioneer also have ESG mandates), Beyond is the only Israeli MFO built exclusively around this thesis.

Next-generation wealth holders who prioritize social and environmental outcomes alongside financial performance will find Beyond's model purpose-built for their goals.

Trends Shaping Tel Aviv's Family Office Market

Direct Startup Investing Replacing Traditional VC

Israeli family offices are bypassing venture capital fund structures to invest directly in startups. The Diamond Wealth syndicate illustrates the shift: 120 family offices can pool $50 to $100 million in a week, matching deal flow and ticket sizes of institutional funds. SFOs like Atooro, Claridge, and Dynamic Loop Capital make direct bets as their primary strategy. MFOs are adding direct deal access to their service offerings as client demand grows.

Tech Exit Wealth Creating New Offices

The Wiz sale to Google for $32 billion and CyberArk's $25 billion exit to Palo Alto Networks represent the high end of a broader pattern. Israel has generated over $10 billion in tech exits in each of the past two years. Many founders establish SFOs or join MFOs within months of their liquidity events. This cycle returns startup wealth to the ecosystem as family office capital.

US-Israel Corridor Driving Cross-Border Capital Flows

Dual US-Israeli citizens face overlapping tax obligations on income, gifts, and estates. Bernstein and Lucid have built entire service lines around this complexity, covering offshore trusts, foreign trust compliance, and multi-currency portfolio construction. Aliya planning adds another dimension: families relocating to Israel must restructure global banking and custody arrangements to comply with both jurisdictions.

Impact and ESG Allocations Gaining Ground

Three offices in this market have made impact investing a central pillar rather than a side allocation. Arison Investments aligns its full portfolio with UN SDGs. Pioneer employs a dedicated ESG head. Beyond exists solely to redirect capital toward value-aligned outcomes. Climate, food tech, and healthcare are the most common impact sectors among Israeli wealth managers.

Abraham Accords Opening Gulf Connections

The normalization agreements have created new deal flow between Israeli and Gulf family offices. Dubai is emerging as a complementary wealth hub. Non-Jewish international firms are entering the Israeli market for the first time. This expanding network gives Tel Aviv-based offices access to capital and co-investment partners that were previously unreachable.

How to Evaluate a Family Office in Israel

Cross-border expertise is the first filter for any office serving this market. Dual US-Israeli families need advisors who can handle foreign trust reporting, gift and estate tax coordination, and multi-currency custody. Bernstein and Lucid both maintain dedicated teams for these obligations. Ask specifically how the firm manages overlapping IRS and Israel Tax Authority requirements.

Regulatory licensing separates real advisory firms from product sellers. Check for an ISA (Israel Securities Authority) portfolio manager license and, where relevant, a pension agent license. Verify that client assets are segregated from the firm's own balance sheet. Firms that earn commissions from third-party products have a structural conflict. Lucid and Pioneer both operate on flat advisory fees with no hidden incentives.

Tech exit specialization matters if you are a founder or executive converting equity into liquid wealth. Evaluate whether the office can handle RSU and stock compensation planning, 10b5-1 selling plans, and concentrated stock hedging. Lucid and Bernstein both offer these services. General wealth managers often lack the specific expertise these situations demand.

The Israeli market also operates on a relationship-first model. Family offices here want to know the person before reviewing portfolios. Expect an extended getting-to-know-you period before formal engagement. Ron Diamond advises taking a full year after an exit before making major allocation decisions. Use that time to consult lawyers, family governance advisors, and succession planners.

Scale determines your options. A standalone SFO is not viable below $250 million in managed assets. Families with $30 to $100 million in liquid wealth are better served by an MFO or a virtual family office (VFO) structure, which coordinates a network of advisors without full-time dedicated staff.

Which Family Office Fits Your Needs?

Post-exit tech entrepreneurs with $30 to $100 million in new liquidity should look first at Lucid Investments for RSU and exit planning or Pioneer Wealth Management for holistic financial planning that includes shekel management. Both operate on conflict-free advisory models. That independence matters when you are making the largest financial decisions of your life.

UHNW families with $250 million or more can model a dedicated SFO on the approaches of Arison Investments or Jesselson Family Office. They can also gain institutional-scale deal access through the Diamond Wealth syndicate without building an office from scratch. Families relocating to Israel face a different challenge. Heritage combines immigration assistance with global structuring, while Bernstein handles cross-border tax and trust complexity for dual-citizen households.

Next-generation wealth holders drawn to technology and values-based investing have several options in this market. Atooro Fund and Dynamic Loop Capital represent the venture-focused SFO model for families that want direct startup exposure. Beyond serves those who want every dollar aligned with social and environmental outcomes. For full MFO services covering allocations, estate planning, and alternative assets, TAO and Opal each offer broad platforms with different strengths in real estate, alternatives, and generational planning.

Methodology

This guide covers both SFOs and MFOs to provide a complete picture of the family office Tel Aviv landscape. Office selection drew on documented presence in Tel Aviv or greater Israel, verified through public filings, industry databases, and conference participation records.

Profiles were evaluated on investment focus, service breadth, cross-border capabilities, and market reputation. AUM figures are not included because Israeli family offices do not publicly disclose them. Data reflects conditions as of early 2026. The family office sector in Israel is evolving rapidly, and new offices are expected to emerge from recent and forthcoming tech exits.