Karni Family Office
Karni Family Office provides advanced Family Office services. We specialize in building investment and financial planning strategies for financially wealthy families, individuals, and corporations in Israel with a variety of products and services.
Our experienced team of experts has a rich background in finance, investments, banking, pension, insurance, and real estate. Our expertise lies in building and executing a financial strategy that includes: financial and real investments, saving for the next generation, insurance, retirement planning and more. All financial services are under one roof which allows us to allocate the most suitable investments. We take pride in providing our clients with peace of mind, a sense of security and stability, cost savings, personal care and a thorough understanding of their changing needs.
Our clients receive objective and professional advice, with access to investments in Israel and around the world. Our wealth management methodology reviews the entire set of client assets in a comprehensive and professional manner. We tailor the investment strategy to the client's needs individually, maintain and review the asset portfolio on an ongoing basis and in full transparency, with the ability to evaluate performance at any time. Risk management and investment product examination are done carefully by a team of experts. We believe that the best basis for managing an asset strategy is the preservation and protection of capital.
Achieving wealth is one thing, managing wealth is another: from our vast experience, wealthy families know how to generate high incomes, assets and property, and yet find it difficult to achieve a sense of control, security and peace of mind.
Karni Family Office provides its customers with a variety of services in the field of family wealth management, which provide a complete solution for the family and enable each customer to manage and control his entire financial and economic world in one place.
Among the basket of services provided by the company: Family Office, financial planning, family asset management, construction and cash flow management, tax planning, risk management, intergenerational wealth planning and transfer,retirement planning and more.
Achieving wealth is one thing, managing wealth is another: from our vast experience, affluent families know how to generate high incomes, assets and property, and yet find it difficult to achieve a sense of control, security and peace in their future, regardless of the amounts accrued.
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CEO and founder of Karni Family Office. Dror has an experience of over 15 years in the capital and real estate market in senior management positions at First International Bank and several Investment Houses – Tamir Fishman, Meitav and Infiniti. Dror holds a pension agent license from the Ministry of Finance and is a graduate of the Investment Advisors course. Dror holds a BA in Business Administration and a MBA in Business Administration with a Major in Finance.
Partner at Karni Family Office. Shay has over 12 years of experience in the capital market in various management positions, including IBI Investment house, Tamir-Fishman and as an investment advisor at the International Bank. Holds a pension agent license from the Ministry of Finance and is a graduate of the Investment Advisors course. Shay holds a BA in Economics and Management with a specialization in Finance. Holder of a mediator and dispute resolution certificate.
Partner at Karni Family Office. Eyal has over 18 years of experience in the capital market at senior management positions, in his most recent position he served as VP of Sales at Tamir Fishman Investment House and before that and as an investment advisor in the management track at Bank Hapoalim. Holds a pension agent license from the Ministry of Finance and is a graduate of the Investment Advisors course. BA in Business Administration, MBA in Business Administration with a specialization in Finance. Married +3 Amateur golfer
Partner at Karni Family Office. Kfir has over 17 years of experience in the capital market at senior management positions, in his most recent position he managed the Business Department, the Platinum Department and the Overseas Investment Department at Excellence Investment House. Kfir Holds an investment management license of the Israeli Securities Authority (suspended) and holder of a pension license from the Ministry of Finance. Kfir Holds a BA degree in Business Administration with a major in finance from the IDC. and an EMBA Degree from The Recanati Executive MBA Program - of Tel Aviv University
Partner at Karni Family Office. Or has 11 years of experience in the capital market in investor relations management positions at Excellence Investment House. Holds a pension agent license from the Ministry of Finance and is a graduate of an investment management course. Graduate of a course in taxation and retirement guidance. BA degree in Economics and Management with specialization in Finance, Information Systems and Insurance from the College of Management with honors.
Partner at Karni Family Office. Hila has over 13 years of experience in the capital market, including at the Excellence Investment House, married in various management positions and in the client division. Holds a license as a pension agent from the Ministry of Finance and is a graduate of an investment course. Holds a bachelor's degree in economics and management, specializing in finance and information systems. Married +2. I believe - "If you can dream it, you can change it"
Partner at Karni Family Office. Liran has over 9 years of experience in the capital market, including at Excellence " investment house. Holds a pension agent license from the Ministry of Finance, graduate of an investment advisers course. Graduate of the Taxation and Retirement Guidance course. BA in Economics and Management with a specialization in finance and risk management
