Personalized financial management and portfolio construction for high net worth families and individuals.
At Karni Family Office, we design a risk management plan tailored to you and your family on a personal, individual basis, so that risk is kept to an absolute minimum. A comprehensive, well-structured financial plan offers you and your family peace of mind and lasting financial security.
High net worth families and individuals face a range of complex financial matters: constructing a portfolio aligned with their long term goals, optimizing their tax position, planning for retirement, overseeing multiple managed accounts, monitoring fees and management charges, reporting to the Israel Tax Authority, managing insurance and planning intergenerational wealth transfer.
The Karni Family Office team are seasoned finance professionals with decades of experience in wealth management. Our partners have held senior positions in the capital markets and bring extensive expertise in developing financial strategies.
We work with leading, well established investment houses and institutions in the Israeli capital markets. Our approach ensures full transparency and cost efficiency, and it minimizes conflicts of interest with insurance companies and investment houses. Our wealth management philosophy is built on an open-architecture model, through which we construct bespoke investment solutions.
Constructing a bespoke portfolio of sophisticated investment solutions demands an intimate understanding of the markets and access to the full spectrum of products available, both in Israel and abroad. We possess both.
Meet one of our financial planners for a personal, discreet conversation.