FIDELIS FAMILY OFFICE

Fidelis Family Office specialises in strategic asset allocation and wealth consulting for wealthy families, high-net-worth individuals and charitable organisations in Israel. Their clients gain access to independent views, global investment skills and state-of-the-art administration services. idelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, con... solidated reporting, and on-going monitoring of portfolios. Their goal is to ensure that their client's wealth grows its buying power for generations to come. Their investment philosophy is therefore long-term and conservative. Through their international and Israeli networks of financial providers they get access to world-class research, reporting systems, and third-party asset managers. They provide independent views and custom-tailored cost-efficient solutions, focusing on the real needs of each client. They have no in-house products to sell.

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FIDELIS FAMILY OFFICE

Social Links:

Industry:

Consulting Financial Services Legal

Founded:

2010-01-01

Address:

Herzliya, Tel Aviv, Israel

Country:

Israel

Website Url:

http://www.fidelispartners.co.il

Total Employee:

Status:

Active

Contact:

+972097881070

Email Addresses:

[email protected]

Technology used in webpage:

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Current Employees Featured

eran-goren_image

Eran Goren
Eran Goren co-founding @ Fidelis Family Office
co-founding

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Gad Haker
Gad Haker Co-Founder @ Fidelis Family Office
Co-Founder

Founder

gad-haker_image

Gad Haker

Official Site Inspections

http://www.fidelispartners.co.il

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