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Family Wealth Advisors
Danny Peretz established Family Wealth Advisors in 2009. The firm’s wealth stems from Peretz’s prior capital-markets experience at Clal Finance.
Family Wealth Advisors
Danny Peretz established Family Wealth Advisors in 2009. The firm’s wealth stems from Peretz’s prior capital-markets experience at Clal Finance. It operates as a multi-family office serving Israeli high-net-worth families. The firm allocates across private equity, real estate, hedge funds, private credit, and venture capital. It covers growth and venture stages through fund-of-funds and direct vehicles. Geographic reach spans Africa, Asia, Europe, the Middle East, North America, and South America. No specific portfolio holdings appear in available records. Team size and additional offices remain undisclosed. Recent operational events from the last 24 months are not documented in public sources. The firm maintains a single legal entity, Family Wealth Advisors Ltd, that houses both investment advisory and any philanthropic coordination.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
44 (Altss estimate)
Location
Region
Asia
Country
Israel
City
Farmington
Corporate office
Herzliya, Israel
Principals
Danny Peretz
Founder, CEO
Gil Ben Zadok
Investment Executive
Gilbert Penhasi
Chief Operating Officer
Edna Peretz
Employee
Sector focus
Frequently asked questions
Who runs investment decisions at Family Wealth Advisors?
Danny Peretz serves as founder and CEO. Gil Ben Zadok handles investment execution. Gilbert Penhasi oversees operations.
Where does the underlying wealth come from?
Wealth originates from founder Danny Peretz’s prior role as a senior risk manager at Clal Finance.
Does Family Wealth Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds and direct investment models across listed asset classes.
What investment stages does Family Wealth Advisors typically target?
Confirmed stages include growth equity and venture capital.
Which regions does Family Wealth Advisors cover?
Allocations span Africa, Asia, Europe, the Middle East, North America, and South America.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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