Making the Right Choice
Assets under our management
Seasoned & Professional Team
of Your Family's Financial World
As featured in Globes · TheMarker · Haaretz
.ABOUT US
Karni Family Office
Karni Family Office provides advanced Family Office services to its clients and their families.
With over 9.5 Billion ₪ in client assets under our supervision, we specialize in building investment strategies and financial plans for high net worth families, individuals and corporations in Israel. Our offering includes access to leading portfolio managers, hedge funds and real estate funds, alongside Israel's leading long term savings vehicles: Study Funds (Keren Hishtalmut), Provident Funds (Kupot Gemel), Amendment 190 plans, IRAs, Executive Insurance and pension funds.
We work with Israel's leading investment houses, selecting and overseeing the managers best suited to each client, which ensures objectivity and independence.
Our clients benefit from professional guidance, complete discretion, personal attention and access to investment opportunities in Israel and worldwide. Our wealth management methodology examines the full scope of each client's assets in a thorough, professional manner. We tailor the investment strategy to each client's individual needs, and we monitor and review the portfolio on an ongoing basis, in full transparency, so performance can be evaluated at any time. A team of experts carries out risk management and product due diligence with rigor.
We believe the strongest foundation for any wealth strategy is the preservation and protection of capital.
.SERVICES
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.
.THE MODEL
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.
We help our clients gain control and confidence in their future through 5 basic steps:
Current Situation Analysis
Step 1
Needs Assessment & Goal Setting
Step 2
Financial Planning
Step 3
Holistic Implementation
Step 4
Ongoing Monitoring & Control
Step 5
Dror Karni
Dror Karni
CEO & Founder
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.
Shay Shaya
Shay Shaya
Managing partner
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.
Ilan Gildin, Ph.D
Ilan Gildin, Ph.D
Hedge Fund Manager
Dr. Ilan Gildin has extensive experience in the Israeli capital markets. Most recently, he served as Chief Economist at the Israel Securities Authority. Prior to that, he was the Macro Strategist for the Investment Division at Amitim – the Old Pension Funds. He holds a PhD in Finance from Bar-Ilan University and an MA in Diplomacy and Political Science from Tel Aviv University. He lectures on finance, fintech, and capital markets at Tel Aviv University and Bar-Ilan University. He is a father of three and a dedicated CrossFit enthusiast.
Eyal Sela
Eyal Sela
Partner
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
Kfir markovich
Kfir Markovich
Partner
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
Or Doron
Or Doron
Partner
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.
Hila Bezalel Ben Shlomo
Hila Bezalel Ben Shlomo
Partner
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"
Liran Leibovich
Liran Leibovich
Partner
Partner at Karni Family Office. Liran has over 12 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
