TAO Family Office

Family Office Israel ·Founded 2017

Overview

TAO Family Office is an independent, full-service multi-family office based in Tel Aviv, Israel, offering bespoke wealth management services to high-net-worth individuals. The firm provides a broad spectrum of commercial, corporate, and personal services, including wealth and tax planning, liquidity forecasting, asset allocation, and intergenerational wealth transmission. Their skilled team operates with integrity and reliability, enabling clients to focus on growing their businesses. The firm's core services encompass Chief Investment Officer services, banking services, customized structured products, startup investments, real estate, and philanthropy. They create value for clients through active involvement in companies, offering financial planning, assistance to investee companies, international business development, and representation at board meetings. Additionally, they provide support in refinancing activities, taxation planning, and financial accounting. TAO Family Office coordinates the relationship between the family and all external advisers, ensuring a cohesive approach to wealth management. Their independence allows them to evaluate opportunities for clients with complete objectivity, aligning with the family's overall asset allocation, investment horizon, and risk appetite. The firm emphasizes a long-term engagement and expertise in the banking industry and capital markets, offering professional assistance in the selection or creation of desired structured products within a portfolio context.

Investment Focus

  • High-net-worth individuals seeking comprehensive wealth management services

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Frequently asked questions about TAO Family Office

What sectors does TAO Family Office invest in?

TAO Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Israel. TAO Family Office is listed as a family office in the ConnectSafely investor database.

What stage does TAO Family Office invest at?

TAO Family Office backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.

Which regions does TAO Family Office invest in?

TAO Family Office invests across Israel.

Who are the partners at TAO Family Office?

Team members listed for TAO Family Office include Tatyana Tanchelson (Managing Partner).

How do I contact TAO Family Office?

TAO Family Office's contact details — including phone and 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