# Levy Heritage

Levy Heritage is a Multi Family Office based in Tel Aviv, Israel.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tel Aviv, Israel
- **Region:** Asia
- **Address:** Tel Aviv, Israel
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** levyheritage.com

## Regulatory record

- **Reports private funds:** No

## About

Levy Heritage was founded in 2006 by David Levy and Meir Levy. David Levy previously served as CEO and Vice Chairman of HSBC Private Bank Luxembourg. Meir Levy held positions as VP of M&A at Deutsche Bank and VP of Principal Investments at Republic National Bank of New York. The wealth under management originates from the founders' careers in international private banking and investment banking. The firm deploys capital through direct co-investments, SPVs, fund-of-funds commitments, hedge funds, private equity, private credit, real estate, infrastructure and natural resources. Confirmed investment types include startups and secondaries. Geographic coverage spans Europe, North America, South America and the Middle East. Jason Meister, Director of Liquidity, oversees portfolio construction and liquidity strategies after prior work at Pagaya. The office network supports access to institutions across these regions. Team size remains undisclosed. Additional offices operate in Jerusalem and Zug through Levy Heritage AG. The firm participates in the IPM Summit for institutional real estate and investment networking. No operational events from the last 24 months appear in available records. The multi-family office structure separates client mandates from the founders' personal holdings while maintaining a single point of consolidated reporting and fiduciary oversight. This setup allows aligned allocation decisions across generations without external fund marketing requirements.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure
- Natural Resources

## Offices

- Jerusalem, Israel
- Zug, Switzerland

## People

- David Levy — Founder
- Meir Levy — Founder
- Jason Meister — Director of Liquidity

## Questions

### Who runs investment decisions at Levy Heritage?

David Levy and Meir Levy set overall direction as founders. Jason Meister manages liquidity and portfolio execution as Director of Liquidity.

### How does Levy Heritage source proprietary deal flow?

The firm relies on relationships built during the founders' careers at HSBC, Deutsche Bank and Republic National Bank. It also uses participation in events such as the IPM Summit.

### Is Levy Heritage structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office. The firm accepts mandates from multiple ultra-high-net-worth families while executing direct co-investments and fund commitments.

### Does Levy Heritage participate in fund commitments or only direct deals?

Both. Confirmed activity includes fund-of-funds commitments alongside direct co-investments and SPVs.

### What investment stages does Levy Heritage typically target?

The firm covers startups through mature private equity and real asset transactions. No single stage concentration is stated.

## Related profiles

- [Levy Family Partners](https://altss.com/profile/levy-family-partners)
- [Liberta Partners](https://altss.com/profile/liberta-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/levy-heritage

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