WM

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WM - Integrated Wealth Management Ltd. Overview

Type

Multi Family Office

Year Founded

1996

General Information

WM - Integrated Wealth Management Ltd. is a multi-family office headquartered in Herzliya Pituach, Israel. Founded in 1996, the firm grew from the banking and investment careers of its co-founders, former senior executives at Leumi Bank who manage multi-generational wealth for Israeli and international families. It structures consolidated reporting, asset allocation and private-market access across jurisdictions—providing disciplined stewardship of ultra-high-net-worth capital.

Contact Information

Website:
https://i-wm.co.il/

Year Founded:
1996

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Herzliya Pituach, Israel

Portfolio & Notable Allocations


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