One Office for All Your Family’s Financial Needs — Under One Roof
At Marvachim, we offer a comprehensive and centralized solution for managing your
family’s entire financial assets, with full accessibility, reliability, and the highest standards
of confidentiality. Our structured approach and advanced digital systems ensure complete
transparency, real-time monitoring, and professional oversight of your family’s assets.

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Stage One: In-Depth Analysis of Your Current Financial Standing
We begin with a comprehensive mapping of all your assets - including those held across
investment houses, insurance companies, and banks - supported by an up-to-date pension
clearing report from the Ministry of Finance. This covers both liquid and non-liquid assets,
such as real estate holdings.

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Stage Two: Strategic Financial Planning Aligned with Your Goals
We define your short and long term financial goals and create a personalized financial plan
based on your specific needs. Sources of capital - including capital market investments,
real estate, savings, and insurance - are strategically allocated to meet your goals.

Stage Three: Implementation, Oversight & Reporting

We provide continuous oversight of your financial activity, including account management
in Israel and abroad. Our team provides comprehensive reporting and detailed updates for
full transparency.
Clients receive periodic in-person meetings that include: portfolio status reviews,
presentation of detailed reports, and clear explanations of asset allocation and performance
for both liquid and non-liquid assets.