WM - Integrated Wealth Management Ltd.

Overview

WM - Integrated Wealth Management Ltd. is a multi-family office based in Herzliya, Israel, offering comprehensive wealth management and investment services to ultra-high-net-worth families. The firm specializes in structuring consolidated reporting, asset allocation, and private-market access across jurisdictions, ensuring disciplined stewardship of multi-generational wealth. Their services include financial planning, asset management, tax optimization, and intergenerational wealth transfer, all tailored to meet the unique needs and goals of each family. With a team of experienced professionals, WM - Integrated Wealth Management Ltd. emphasizes personalized service and confidentiality, guiding clients through various financial cycles and helping them achieve lasting financial security. The firm's approach combines strategic financial planning with a deep understanding of each family's legacy, ensuring that wealth is preserved and grown across generations. By integrating investment management with comprehensive financial planning, they provide a holistic solution that addresses all aspects of their clients' financial lives, fostering long-term success and peace of mind.

Investment Focus

• Preference for investments in Israel and select international markets
• Focus on sectors such as technology, healthcare, and real estate
• Interest in both direct investments and private equity funds
• Emphasis on long-term value creation and sustainable growth

Portfolio Companies