Family Office Services

Very wealthy individuals and families have complex investment needs: client-specific asset allocation to meet long-term objectives, tax optimization, multiple banking relationships (both in Israel and overseas) and non-tradable investments (real estate and private equity). In addition, wealthy families are often faced with governance and other non-financial issues.

Fidelis is the trusted advisor and efficient gatekeeper for such clients. We define asset allocation based on the client's real needs, implement it in a cost-efficient manner through a diligent manager-selection process, consolidate reports to provide a clear view of exposure and risks, and introduce a process & control structure to guarantee a disciplined long-term investment approach.

We also help clients access specialist service providers outside the realms of finance and investing (e.g. estate planning, tax, pension).

For the provision of the above services we rely on our integrity, common sense, and many years of experience in banking and investing.