Levy Heritage Overview

General Information

Levy Heritage is a multi-family office headquartered in Tel Aviv. Founded in 2006, the firm manages the Levy family’s wealth generated through decades of international private and investment banking experience. It provides consolidated reporting, tailored asset allocation, fiduciary structuring and access to global investment opportunities for ultra-high-net-worth families, leveraging a network built across major financial centers while maintaining aligned, transparent stewardship across generations.