Opportunities beyond traditional equities and bonds, carefully vetted and tailored to each client.
Beyond traditional equities and bonds, alternative investments give families access to opportunities that behave differently from conventional markets. They offer greater diversification, new sources of return and, in many cases, lower correlation with the stock market. At Karni Family Office, we identify, vet and offer carefully selected alternative investments, tailored to each client's goals and risk profile.
Investing in real estate funds and REITs (Real Estate Investment Trusts) has become increasingly popular in recent years, largely because of the relatively high returns these investments can generate compared with more conservative alternatives.
Many of our clients ask us about exposure to real estate in its various forms, alongside their traditional investments in Israel and abroad. At Karni Family Office, we initiate and offer broad, well-structured diversification across real estate opportunities. Every opportunity goes through thorough due diligence and draws on our extensive experience, which lets us offer unique, attractive and closely supervised investment solutions in international real estate.
Hedge funds are a distinctive asset class, quite unlike traditional investment channels. Because they can take short positions, they are able to profit from falling markets and generate positive returns even in difficult years for the capital markets.
Hedge funds employ a wide range of strategies. Alongside conventional financial instruments, they use short selling, leverage and more complex instruments. Market volatility, which most investors see as a threat, often creates opportunities for these strategies. This flexibility allows hedge funds to pursue returns well above those of other asset classes. It also means they can incur significant losses, so they are not considered a conservative investment.
Hedge funds are private investment funds that are not offered to the public and are not traded on the stock exchange. They are typically structured as limited partnerships. The fund manager serves as the General Partner, holds decision-making authority and sets the fund's strategy. Investors participate as Limited Partners, with limited involvement in decision-making, and share in the profits the fund generates.
Karni Family Office works with a range of hedge funds in Israel and abroad. Over many years in the capital markets, our team has built long-standing professional relationships with fund managers across the industry. These relationships allow us to present our clients with a broad selection of funds and strategies. We review each fund before presenting it to clients, and we help each client assess whether a given fund suits their goals and risk profile.
Meet one of our financial planners for a personal, discreet conversation.