Fa

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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

Website:
https://fwa.co.il/

Year Founded:
2009

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Herzliya, Israel

Portfolio & Notable Allocations


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