List of Family Offices in Israel 2026

Key Facts About Israeli Family Offices

• Major databases track between 15 and 19 family offices in Israel, though the true count is likely higher given the sector's secretive, relationship-driven culture.
• Single family offices (SFOs) outnumber multi-family offices (MFOs). Most SFO wealth originates from tech exits, real estate, and entrepreneurial ventures.
• Tel Aviv and Herzliya hold the highest concentration of family offices, mirroring Israel's venture capital and startup geography.
• Venture capital, AI, and deep tech dominate the investment focus of Israeli family offices, reflecting the country's identity as the Startup Nation.
• Impact investing and ESG-aligned strategies are gaining traction. Beyond Family Office and Dynamic Loop Capital lead this shift.
• Cross-border activity between Israel, the US, and Europe is a defining feature. Several offices maintain dual presence or serve families with assets in multiple jurisdictions.
• The Tel Aviv Family Office Conference, running since 2008, holds its 17th edition in 2026, signaling sustained sector maturity.

Israel's Family Office Landscape

Israel's family office ecosystem is inseparable from the country's tech wealth creation cycle. Founders exit startups, form SFOs, and reinvest into the next generation of companies. This pattern has produced a compact but influential cluster of 15 to 19 tracked offices.

Ultra-high-net-worth (UHNW) families behind these offices built fortunes in technology, real estate, defense, and the diamond trade. SFOs make up the majority of family offices in Israel. Most evolved from first-generation tech entrepreneur wealth or property development fortunes.

Tel Aviv and Herzliya, Israel's primary tech and venture capital hubs, host the largest share of these offices. Ramat Gan, Ra'anana, Jerusalem, and Beit Shemesh round out the geographic spread, each with one or two notable firms.

For families below standalone SFO scale, MFOs and investment houses fill the gap. KIMFO Family Office and WM Integrated Wealth Management serve multiple families. Firms like IBI Investment House, Profound, Altshuler Shaham, and Tamir Fishman offer family office services alongside broader financial products.

Cross-border structures are common. Many Israeli families hold US or European assets under management (AUM) that require dual-jurisdiction expertise in tax planning, estate planning, and currency management.

Family Office Comparison at a Glance

The table below compares leading Israeli family offices by type, investment focus, services, and location. No verified AUM figures are publicly available for Israeli family offices, so that column has been omitted.

Family Office	Type	Investment Focus	Key Services	Location
Atooro Fund	SFO	Quantum computing, AI, space tech	Venture investing	Tel Aviv
Claridge Israel	SFO	Tech startups with competitive edge	Direct investments, startup sourcing	Herzliya
Dynamic Loop Capital	SFO	Socially responsible, disruptive tech	Impact-aligned venture investing	Tel Aviv
Beyond Family Office	Family Office	Value-aligned, impact investing	Capital shifting strategy	Israel
KIMFO Family Office	MFO	—	Multi-family office services	Israel
WM Integrated Wealth Management	MFO	UHNW advisory, intergenerational transfer	Advisory, investment strategy, wealth transfer	Herzliya
Lucid Investments	Family Office	Conservative-dynamic strategy	Wealth and asset management	Tel Aviv
Bernstein PWM Tel Aviv	MFO/Wealth Mgmt	Cross-border, multi-currency	Private banking, risk management, family wealth planning	Tel Aviv
Goldrock Capital	Family Office	Multi-generational wealth	Portfolio analysis, tax support	Beit Shemesh
IBI Investment House	Investment House + FO	Alternatives, trust management	Portfolio management, wealth transfer	Tel Aviv
Clarity Capital	Wealth Management	Global investment management	Portfolio management, asset allocation	Ramat Gan
RSM Israel FO Dept	Advisory/FO Services	Financial planning for wealthy families	Tax, estate, trust, risk, charitable giving advisory	Israel

Bernstein PWM Tel Aviv and RSM Israel stand out for service breadth. Among SFOs, Atooro Fund and Claridge Israel represent the most tech-forward approaches.

Top Picks by Strategy

• Most Tech-Forward SFO: Atooro Fund, targeting quantum computing, space commercialization, and AI at the deepest frontier of Israeli deep tech.
• Best for Startup Co-Investment: Claridge Israel, with a proven portfolio including Duda and GigaSpaces, plus direct access to Herzliya's startup corridor.
• Leading Impact Investor: Beyond Family Office, dedicated to shifting capital from traditional holdings toward value-aligned strategies.
• Top MFO Platform: WM Integrated Wealth Management, combining advisory, investment strategy, and intergenerational wealth transfer services for UHNW families in Herzliya.
• Strongest Cross-Border Expertise: Bernstein PWM Tel Aviv, serving dual US/Israeli families with multi-currency management, offshore trusts, and guidance for new immigrants (Olim).
• Best for Conservative Wealth Preservation: Lucid Investments, balancing dynamic portfolio management with capital protection for entrepreneurs and wealthy families.
• Broadest Advisory Coverage: RSM Israel Family Office Department, offering ten-plus services spanning tax planning, estate planning, trust services, risk management, and charitable giving advisory.

Top Israeli Family Offices in Detail

Atooro Fund

Israel's most frontier-oriented single family office backs companies in quantum computing, space commercialization, and artificial intelligence. Atooro Fund serves as the venture investment vehicle of Jacob Engel, an Israeli businessman whose wealth stems from speculation, property development, and the mining sector. General Managing Partner Yonatan Brender runs the fund from Tel Aviv.

What separates Atooro from other Israeli SFOs is its willingness to bet on pre-commercial deep tech. While most local offices cluster around proven software models, Atooro pursues scientific-stage companies where the technical moat is the product. Tech founders working on hardware-intensive or research-heavy ventures will find a rare match in this office's thesis.

Claridge Israel

Herzliya's tech corridor gives Claridge Israel proximity to some of Israel's most promising startups. CEO Oded Tal leads the office, investing in companies with a clear technological advantage over incumbents. Portfolio companies Duda (a do-it-for-me web platform) and GigaSpaces (an in-memory computing platform) reflect a preference for enterprise tech with scalable moats.

Claridge operates as a single family office but runs with the deal flow discipline of an institutional venture fund. Startups seeking co-investment from a firm with hands-on startup expertise and a strong exit track record should prioritize Claridge.

Dynamic Loop Capital

Sir Ronald Cohen, a pioneer of social impact investing in Europe, created Dynamic Loop Capital as his private wealth vehicle in Tel Aviv. The office invests in startups that combine commercial viability with social benefit. Portfolio companies HAAT (online delivery) and Optibus (transit route planning) both solve real-world efficiency problems at scale.

Dynamic Loop's commitment to socially responsible investing shapes deal selection from the outset. The office targets disruptive tech ventures where positive social outcomes align with strong financial returns.

Beyond Family Office

Impact-first capital allocation defines Beyond Family Office. The firm helps families shift their portfolios from traditional holdings toward value-aligned investments. Rather than running a conventional fund, Beyond operates as a strategic advisor that reconfigures how families deploy wealth.

Israel's growing ecosystem of impact-focused organizations, including the Israel Forum for Impact Economy and Social Finance Israel, creates fertile ground for this model. Families seeking to restructure portfolios around ESG principles without sacrificing returns will find a natural partner here.

WM Integrated Wealth Management

UHNW families in Israel who need more than investment returns rely on WM Integrated Wealth Management. Based in Herzliya, this multi-family office provides advisory services, investment strategy, and succession planning under a single platform. Its core strength is guiding families through intergenerational wealth transfer.

This concern is growing as first-generation Israeli tech fortunes mature. WM Integrated serves families who want professional oversight structures, not just portfolio management. Families navigating the complexity of passing tech-generated wealth to a second generation will find this office's integrated model especially relevant.

Bernstein PWM Tel Aviv

No other office in Israel matches Bernstein Private Wealth Management's cross-border capabilities. The Tel Aviv office manages global multi-currency portfolios for families with ties to both the US and Israel. Services extend to private banking, consolidated reporting, risk management, family wealth planning, guidance for Olim (new immigrants), and advisory on business sales and IPOs.

Bernstein specifically addresses the tax and legal complexity of mixed-citizenship marriages and offshore trust structures. Dual US/Israeli citizens with concentrated stock positions after tech exits will find this office's expertise hard to replicate elsewhere in the market.

Lucid Investments

Disciplined wealth preservation alongside growth potential is Lucid Investments' core offering. Operating from Tel Aviv since 2017, Lucid takes a conservative yet dynamic approach to asset management. Its transparent fee structure sets it apart from traditional private banking providers in Israel.

Lucid fills a gap between aggressive VC-focused SFOs and passive institutional wealth managers. Business owners who have completed a liquidity event and want to protect capital while maintaining upside exposure should explore this office's approach.

IBI Investment House

Israel's deepest institutional bench in family office services belongs to IBI Investment House, operating since 1971. IBI combines portfolio management and alternative investments with trust management and intergenerational wealth transfer. As an investment house with dedicated family office capabilities, it offers scale and track record that standalone boutiques cannot match.

IBI's trust management division handles complex estate planning structures for high-net-worth families. Families seeking the stability of an established financial institution with dedicated family office service will find IBI's hybrid model compelling.

Goldrock Capital

Steady, long-term wealth preservation drives Goldrock Capital, which has served high-net-worth families from Beit Shemesh since 1998. The office specializes in in-depth portfolio analysis and coordinates with tax professionals to ensure investment decisions account for Israel's complex tax environment.

Goldrock's longevity gives it a perspective that newer offices lack. Families prioritizing multi-generational capital protection over aggressive growth will value its conservative approach.

RSM Israel Family Office Department

The broadest service menu among Israeli family offices belongs to RSM Israel. Its advisory covers investment portfolio management, financial planning, estate planning, intergenerational wealth transfer, tax planning, trust services, risk management, information security, legal support, and charitable giving advisory.

RSM serves not only wealthy families but also high-net-worth individuals and corporations. For families who need a full advisory relationship rather than pure investment management, RSM's ten-plus service categories eliminate the need to coordinate multiple providers. The office suits families at an early stage of structuring their oversight and wealth transfer plans.

Investment Trends Shaping Israel's Private Wealth Market

Deep Tech and AI Lead Israeli Family Office Portfolios

Israeli SFOs like Atooro Fund place bets on quantum computing, space, and AI, reflecting the country's deep tech pipeline. Talent from Unit 8200 and leading academic institutions feeds directly into startups that family offices back at seed and early stages. Israeli family offices typically invest between $100K and $5M in direct startup deals, providing patient capital that bridges the gap between angel rounds and institutional venture funding.

Impact Investing Gains Ground

Beyond Family Office, Dynamic Loop Capital, and a growing network of impact advisors (Arc Impact, Bridges Israel, GoodCompany, Zora Ventures) are shifting Israeli family capital toward ESG-aligned strategies. The Israel Forum for Impact Economy actively promotes social finance. Israeli impact offices reshape entire portfolio strategies around measurable social outcomes, not just negative screening.

Cross-Border Capital Flows Between Israel, the US, and Europe

Dual-domiciled families drive demand for multi-currency management and cross-jurisdiction tax expertise. Bernstein PWM Tel Aviv and MaimonWealth in Ra'anana specifically serve families with US/Israeli financial lives. Several Israeli family office executives maintain offices in New York and California, routing deal flow in both directions.

From Tech Exits to Family Office Formation

Israel's startup ecosystem continues minting new UHNW families. Founders who sell companies transition from operator to allocator by forming SFOs, often in Tel Aviv or Herzliya. This cycle refreshes the private wealth landscape with each generation of tech exits, keeping the sector younger and more venture-oriented than family office markets in Europe or the Gulf.

Intergenerational Wealth Transfer Emerges as a Priority

First-generation Israeli tech wealth now confronts succession planning for the first time. MFOs and advisory firms report growing demand for family governance structures and next-generation education. The Tel Aviv Family Office Conference dedicates programming to next-generation topics. Researchers like Nava Michael-Tsabari at Tel Aviv University's Raya Strauss Center study these transitions academically.

How to Evaluate a Family Office in Israel

Israel's family office market is small and relationship-driven. Most offices do not publicize their services or capital deployment, so evaluation starts with access. The annual Tel Aviv Family Office Conference (running twice in 2026, on June 11 and October 20) is the primary networking venue. Warm introductions through trusted advisors carry more weight than cold outreach.

Venture capital expertise matters more here than in most markets. Israeli SFOs skew heavily toward tech and startup investing, so families should verify an office's VC network depth and deal flow quality. Claridge Israel's portfolio exits and Atooro Fund's frontier bets offer two benchmarks for evaluating deal-sourcing capability.

Cross-border tax and regulatory expertise is a critical differentiator. Families with assets in both the US and Israel need advisors who understand ISA (Israel Securities Authority) compliance alongside IRS obligations. Bernstein PWM Tel Aviv and MaimonWealth specialize in this dual-jurisdiction depth.

Fee transparency separates newer offices from traditional private banks. Lucid Investments explicitly markets its transparent fee structure as a competitive advantage. Families should request clear breakdowns of management fees, performance fees, and advisory charges before engaging any office.

Alignment on investment philosophy deserves special attention in this market. Israeli wealth managers range from aggressive frontier-tech investors (Atooro Fund) to conservative wealth preservers (Goldrock Capital) to impact-first allocators (Beyond Family Office). Choosing the wrong philosophical fit creates friction that compounds over years.

Which Family Office Fits Your Needs?

UHNW families with $50M or more in liquid assets and a preference for full-service wealth management should explore WM Integrated Wealth Management or Bernstein PWM Tel Aviv. Both offer broad platforms that handle investment strategy, tax planning, and family oversight under one roof. RSM Israel adds the widest advisory layer for families needing estate planning and trust services alongside portfolio management.

Business owners planning or completing tech exits will find the most relevant partners in Claridge Israel and Atooro Fund. Both deploy capital into startups and provide strategic co-investment opportunities. Lucid Investments offers a middle path for entrepreneurs who want growth exposure with stronger capital protection.

For next-generation wealth holders navigating succession, WM Integrated and IBI Investment House both specialize in intergenerational wealth transfer. Families seeking to align portfolios with social and environmental values should engage Beyond Family Office or Dynamic Loop Capital, each approaching impact investing from a different angle.

Dual US/Israeli families face unique regulatory complexity that Bernstein PWM Tel Aviv and MaimonWealth address directly, covering everything from offshore trusts to multi-currency reporting.

Methodology

This list of family offices in Israel draws from publicly available directory data, industry conference records, and verified company profiles as of 2025. The guide includes offices with confirmed family office activity, whether as dedicated SFOs, MFOs, or investment houses with formal family office divisions. No AUM figures appear because no verified public data exists for Israeli family offices. Investment focus, service descriptions, and notable investments reflect public sources and industry databases. This guide covers tracked offices and does not claim to represent every private wealth office operating in Israel, given the sector's private and relationship-driven nature.