PRIORITY

Our goal is to build a relationship with our clients over the long term, and not dependent on a specific transaction, financial product, employer or family circumstance. Further, we strive to establish the trust to service the full extended family from grandparents, children and grandchildren... Our clients' interests always come first. We are independently managed and owned, working with leading banks, insurance companies and investment funds, thereby offering a wide array of insurance, investment options and strategies, custom tailored to client's needs and circumstances... We encourage you reach out for an initial consultation to see if we are the right partners for your needs. Typically, clients come with a specific issue that needs immediate solving, from this we will usually review and address bigger picture items that evolve into long-term client/advisor relationship.

Primary location: Tel Aviv Israel