FAMILY OFFICE
One Office for All Your Family's Financial Needs – Under One Roof
Marvachim offers a comprehensive, centralized solution for managing your family’s entire financial world with full accessibility, reliability, and absolute confidentiality.
Our structured process and advanced digital systems ensure complete transparency, real-time monitoring, and professional oversight of your family’s assets.
A Proven, Multi-Stage Process
Stage One: Analysis of the Current Situation
We begin by thoroughly mapping out all your assets – across investment houses, insurance companies, and banks – including an up-to-date pension clearing report from the Ministry of Finance. This includes both liquid and illiquid assets such as real estate holdings.
Stage Two: Financial Planning Based on Goals and Needs
Next, we define your short- and long-term financial goals. Based on this, we build a financial plan tailored specifically to your needs. Sources of capital – including investments in the capital markets, real estate, savings plans, and insurance – are allocated strategically to meet those goals.
Stage Three: Implementation, Oversight & Reporting
We actively oversee all financial activity with regular monitoring and control processes.
We assist in opening and managing accounts in Israel and abroad as needed.
Our team provides comprehensive reporting and detailed updates for full transparency.
Clients receive periodic in-person meetings that include:
Status reviews
Presentation of reports
Thorough explanations of asset allocation and performance, covering both liquid and non-liquid assets.