Family Wealth Advisors
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...
Family Wealth Advisors
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.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
Asia
Country
—
City
Herzliya
Corporate office
—
Frequently asked questions
What is Family Wealth Advisors?
Family Wealth Advisors is a multi family office headquartered in Herzliya.
When was Family Wealth Advisors founded?
Family Wealth Advisors was founded in 2009.
Where is Family Wealth Advisors headquartered?
Family Wealth Advisors is headquartered in Herzliya, in the Asia region.
What does Altss track for Family Wealth Advisors?
Altss maintains an OSINT-verified profile of Family Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Family Wealth Advisors's website?
Family Wealth Advisors's public website is fwa.co.il. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Family Wealth Advisors?
Family Wealth Advisors is classified by Altss as a Multi Family Office within the Asia region.
How does Altss source intelligence on Family Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Family Wealth Advisors?
Family Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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