Lucid Investments Overview

General Information

Lucid Investments is a multi-family office headquartered in Tel Aviv, Israel, serving qualified clients and high-net-worth families with discretionary and advisory portfolio management. Founded in 2017 by Karen Schwok, a former private-banking executive who previously led Pictet Wealth Management’s operations in Israel, the firm operates through a multi-custodian, open-architecture model that emphasizes independent oversight, transparent execution, and institutional-grade investment discipline. Lucid advises families on strategic asset allocation, portfolio construction, public-market investments, alternative strategies, and cross-border wealth planning, while integrating risk management and long-term governance considerations. The team’s experience spans global capital markets, private banking, and international wealth structuring, enabling the firm to support clients with complex financial lives and multi-jurisdiction needs. Lucid focuses on aligning investment frameworks with family objectives, ensuring continuity across generations through structured processes, coordinated service providers, and ongoing monitoring of financial, tax, and estate implications.