Barak Wealth Management
Herzliya-based family office services firm founded 2014: investment and wealth management, tax and trust coordination, next-generation and philanthropy planning.
Identity
- HEADQUARTERS
- Herzliya, Israel
- FOUNDED
- 2014
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Barak Wealth Management Ltd, based in Herzliya, Israel, says it was founded in 2014 and provides family office services. Its services cover investment strategy, asset allocation, due diligence and wealth oversight, plus tax, legal and trust structuring with outside advisers, next-generation planning and philanthropy. It states it has a dedicated investment committee and that it is affiliated with Point-Faro Ltd (FAROPOINT funds), so it engages in investment marketing as defined in Israeli law.
People
- Liran WeissmanChief Investment Officer · source
- Cyrielle GonetzChief Investment Officer · source
- Eran BarakFounder, CEO, and Owner · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Barak Wealth Management is a multi family office based in Herzliya, Israel, founded in 2014.
Barak Wealth Management does not publicly state whether it invests directly or through funds.
Key people at Barak Wealth Management include Eran Barak (Founder, CEO, and Owner), Liran Weissman (Chief Investment Officer) and Cyrielle Gonetz (Chief Investment Officer).
Yes. Barak Wealth Management manages capital from outside investors.