Key facts
- Family Wealth Advisors is a family office based in Herzliya, Israel.
- The team roster lists 1 person.
About Family Wealth Advisors
Family Wealth Advisors is a multi-family office located in Hertzeliya-Pituach, Israel. Established in 2009 by Mr. Daniel Peretz, the firm provides a broad set of family office services to high-net-worth individuals and families in Israel. Their services include financial planning, risk management, tax and structure planning, estate and succession planning, asset allocation, portfolio analysis, and risk monitoring. The assets of the firm are managed by the executive management team.
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Portfolio
Portfolio — not yet on record
No portfolio companies for Family Wealth Advisors are on record yet. Positions surface from round participations, filings, and coverage.
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Team
1 people on record — 1 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.