Fidelis Family Office

Fidelis Family Office, established in 2010 and based in Herzliya Pituach, Israel, specializes in strategic wealth management and family office services for wealthy families, high-net-worth individuals, and charitable organizations. The firm offers a range of services including financial planning, strategic asset allocation, global manager selection, consolidated reporting, and ongoing portfolio monitoring. By leveraging both international and Israeli networks of financial providers, Fidelis ensures clients receive independent insights, world-class research, and tailored cost-efficient solutions without promoting in-house products. Their long-term, conservative investment philosophy aims to protect and grow clients' wealth, enhancing its buying power for future generations.