WM Integrated Wealth Management
Herzliya Pituach family office and investment firm serving ultra-high-net-worth families with asset allocation, consolidated reporting and real estate and private equity sourcing.
USEFUL FOR Business owners seeking a long-term partner · Co-investors
Identity
- HEADQUARTERS
- Herzliya, Israel
- FOUNDED
- 1996
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- SECTORS
- Real Estate & PropTech
- ROUTES
- Companies (own capital)
- STRATEGIES
- Real estatePrivate equity
Overview
WM (Integrated Wealth Management) describes itself as a family office and investment firm providing financial services to ultra-high-net-worth families. With each client it sets a tailored asset allocation and investment strategy, provides consolidated reporting across tradable assets and private equity, and coordinates tax, trust and intergenerational planning through outside advisers. Its specialists source and negotiate real estate and private equity investments on behalf of clients. The office is in Herzliya Pituach, Israel, led by CEO and managing partner Shaul Shneider.
People
Frequently asked questions
WM Integrated Wealth Management is a multi family office based in Herzliya, Israel, founded in 1996.
WM Integrated Wealth Management invests its own capital into companies. Its stated asset mix includes real estate and private equity.
WM Integrated Wealth Management invests in Real Estate & PropTech.
Key people at WM Integrated Wealth Management include Shaul Shneider (CEO and Managing Partner), Michal Brenner (Co-founder and Board Member), David Brenner (Co-founder and Board Member) and Ron Tira (Co-founder and Board Member).
Yes. WM Integrated Wealth Management manages capital from outside investors.