The Service - Wealth Management Partners
Independent Herzliya Pituach wealth-management group providing family office services to hundreds of Israeli families; states it manages over ILS 15 billion.
Identity
- HEADQUARTERS
- Herzliya, Israel
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
The Service, at HaManofim 8 in Herzliya Pituach, describes itself as an independent wealth-management group providing family office services, not affiliated with any bank, institution or asset manager, and paid only by its clients. After more than a decade of activity it states it manages over ILS 15 billion for hundreds of wealthy families, covering financial planning, asset allocation, cash-flow planning, tax planning, risk management and intergenerational wealth transfer, with an 'Ultra' service for larger families. Its alternative-investments unit offers clients real estate and other alternative deals; it says its real estate unit has invested over USD 2 billion for clients in more than 40 cities worldwide.
People
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
The Service - Wealth Management Partners is a multi family office based in Herzliya, Israel.
The Service - Wealth Management Partners does not publicly state whether it invests directly or through funds.
Key people at The Service - Wealth Management Partners include Omer Gattenio (Founder and Chairman (CFP)), Eran Blatman (Founder and Co-Chairman (Adv., CFP)), Elad Abrahami (Founder, Chief Technology Officer) and Gil Koren (CEO).
Yes. The Service - Wealth Management Partners manages capital from outside investors.