# WM Integrated Wealth Management

WM Integrated Wealth Management is a Multi Family Office based in Uniontown, Israel.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Uniontown, Israel
- **Region:** Asia
- **Address:** Herzliya Pituach, Israel
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** i-wm.co.il
- **LinkedIn:** https://www.linkedin.com/in/shaul-shneider-88967

## About

WM Integrated Wealth Management was established in 1996 by former Leumi Bank executives. Ron Tira serves as co-founder and board member. The firm manages multi-generational wealth for families across jurisdictions. Investment activity centers on real estate and energy. Confirmed holdings include residential portfolios of Argo Properties N.V. in Leipzig, Dresden, Magdeburg and Berlin. Additional exposure exists in Dalia Power Energies Ltd. in Israel and the Feldman Ice Cream industrial site in Rehovot. Deployment occurs through direct co-investments and partnerships with entities including Arkin Communications Ltd., SRLI Real Estate Holdings Ltd. and Discount Capital. The firm maintains a compact team. Guy Halperin leads real assets and real estate investments. No additional offices are disclosed. Ron Tira holds an LLB from the London School of Economics and previously chaired the Tira Report Committee of the Israeli Association of Information Technology Companies. Governance ties to operating companies distinguish the structure. Dalia Energy Companies Ltd. maintains a separate donations committee. Co-investment relationships with Cordia International Zrt and Green Lantern Group further shape access to deals.

## Sectors

- Real Estate
- Infrastructure

## People

- Ron Tira — Co-founder, Board Member
- Guy Halperin — Head of Real Assets and Real Estate Investments

## Questions

### Who runs investment decisions at WM Integrated Wealth Management?

Ron Tira serves as co-founder and board member. Guy Halperin heads real assets and real estate investments.

### How does WM Integrated Wealth Management source proprietary deal flow?

Deal flow arises through co-investment partnerships with named entities including Arkin Communications Ltd. and Discount Capital.

### Does WM Integrated Wealth Management participate in fund commitments or only direct deals?

Activity centers on direct co-investments and SPV structures alongside partners such as SRLI Real Estate Holdings Ltd.

### What investment stages does WM Integrated Wealth Management typically target?

The firm targets mature real estate and energy assets rather than early-stage venture.

### How is WM Integrated Wealth Management related to Dalia Energy Companies Ltd.?

The firm maintains a donations committee relationship with Dalia Energy Companies Ltd. separate from investment activities.

### Does WM Integrated Wealth Management maintain philanthropic structures?

Yes. Dalia Energy Donations Committee operates alongside the core investment mandate.

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Last updated: 2026-07-06T01:24:28.999Z

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