Lucid Investments

Family Office Boulder, United States ·Founded 2017

Overview

Lucid Investments is a privately held multi-family office and wealth management firm based in Tel Aviv, Israel. Founded by Karen Schwok, former CEO of Banque Pictet & Cie SA (Israel), the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, trustees, and private companies. With over two decades of experience, Lucid Investments offers independent, transparent, and personalized wealth management solutions, focusing on preserving and growing clients' wealth through disciplined research and strategic asset allocation. The firm's investment approach is holistic, integrating long-term objectives, liquidity needs, and risk considerations into a clear, structured strategy. Lucid Investments emphasizes global asset allocation, rigorous research, and ongoing monitoring to navigate changing market environments effectively. Their services encompass wealth management, wealth planning, and pension planning, all aimed at delivering long-term sustainable returns. Lucid Investments operates with a strong commitment to independence and integrity, ensuring that their advice is impartial and free from sales incentives. The firm collaborates with leading international custodian banks to provide clients with full transparency and institutional-grade safekeeping of assets. Their client-centric approach has been recognized in the industry, with Karen Schwok serving as an expert judge for the Globes “40 Under 40” Leadership Project in 2025 and being named among Leading Women in Finance by Calcalist in the same year.

Investment Focus

  • High-net-worth individuals
  • Families
  • Trustees
  • Private companies

Portfolio Companies

Gaia Real EstateQuintessential Capital Management

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Frequently asked questions about Lucid Investments

What sectors does Lucid Investments invest in?

Lucid Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Boulder, United States. Lucid Investments is listed as a family office in the ConnectSafely investor database.

What stage does Lucid Investments invest at?

Lucid Investments backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Lucid Investments invest in?

Lucid Investments invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.

Who are the partners at Lucid Investments?

Team members listed for Lucid Investments include Dylan Speigel (Partner).

What companies has Lucid Investments invested in?

Lucid Investments's portfolio includes Gaia Real Estate and Quintessential Capital Management.

How do I contact Lucid Investments?

Lucid Investments's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database