Multi Family OfficeDoes not invest directly in companiesLAST VERIFIED Oct 2026 · 5 SOURCES
Levy Heritage
Israeli boutique multi-family office for ultra-high-net-worth families, offering consolidated reporting, advisory and discretionary asset allocation and succession structuring.
Identity
- HEADQUARTERS
- Tel Aviv, Israel
- OFFICES
- Jerusalem, Israel · Zug, Switzerland
- FOUNDED
- 2006
Overview
Levy Heritage describes itself as a global boutique multi-family office founded by David Levy, formerly CEO of HSBC Private Bank Luxembourg, and Meir Levy, a former investment banker. It consolidates and reports on clients' holdings, coordinates their banking relationships, recommends or executes asset allocations under advisory or discretionary mandates, and helps with trusts, succession planning and holding structures. Its clients are ultra-high-net-worth families mainly from industry, retail and high tech, some served for decades.