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Family Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2009
General Information
Family Wealth Advisors is a multi-family office headquartered in Herzliya, Israel. Founded in 2009 by former Clal Finance senior risk manager Daniel Peretz, its wealth originates from the founder’s long-standing capital-markets success and it now advises multiple high-net-worth Israeli families on asset allocation, risk management, estate structuring, cash-flow oversight, and philanthropic planning.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Herzliya, Israel
Portfolio & Notable Allocations
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