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Levy Heritage Boutique Multifamily Office Overview
Type
Multi Family Office
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.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Tel Aviv, Israel
Portfolio & Notable Allocations
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