Fidelis Family Office
Herzliya Pituach family office (Fidelis Partners Ltd.) advising high-net-worth individuals and families on wealth management, reporting and cost control.
Identity
- HEADQUARTERS
- Herzliya Pituach, Israel
- FOUNDED
- 2010
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Public equitiesReal estate
Overview
Fidelis Partners Ltd., trading as Fidelis Family Office, is based in Herzliya Pituach, Israel, and was founded by managing partners Gad Haker and Eran Goren. It serves high-net-worth individuals and families with long-term investment planning, consolidated reporting across securities, real estate and alternatives, fee negotiation and monitoring, and an operations team that acts as clients' back office.
People
- Myriam NirChief Investment Officer · source
- Gad HakerCo-founder & Managing Partner · source
- Eran GorenCo-founder & Managing Partner · source
- Dror NahmiasPartner, Senior Client Advisor · source
- Aviv KorenChief Financial Officer · source
- Michal RubinHead of Operations · source
- Tzach ShmueliSenior Client Advisor · source
- Shiran BitonSenior Client Advisor · source
Frequently asked questions
Fidelis Family Office is a multi family office based in Herzliya Pituach, Israel, founded in 2010.
Fidelis Family Office does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities and real estate.
Key people at Fidelis Family Office include Gad Haker (Co-founder & Managing Partner), Eran Goren (Co-founder & Managing Partner), Dror Nahmias (Partner, Senior Client Advisor) and Myriam Nir (Chief Investment Officer).
Yes. Fidelis Family Office manages capital from outside investors.