Levy Heritage Boutique Multifamily Office Background & Overview Overview

General Information

Levy Heritage Boutique Multifamily Office is a multi-family office headquartered in Tel Aviv. The firm provides tailored wealth management, investment advisory, and family governance solutions to high-net-worth families. With a focus on preserving and growing multigenerational wealth, the office serves clients seeking discretion and strategic guidance—supports families in navigating complex financial landscapes and aligning investment strategies with long-term objectives.