Fidelis Family Office

Fidelis Family Office, established in 2010 and located in Herzliya Pituach, Israel, is a multi-family office dedicated to serving wealthy families, high-net-worth individuals, and charitable organizations. The firm specializes in strategic asset allocation and wealth consulting, offering a comprehensive range of services that include financial planning, global manager selection, consolidated reporting, and ongoing portfolio monitoring. With a focus on long-term and conservative investment philosophies, Fidelis aims to ensure that clients' wealth retains its purchasing power across generations. They emphasize independent perspectives and tailor cost-efficient solutions to meet the unique needs of each client, leveraging their extensive international and Israeli networks for access to premier research and third-party asset managers. Notably, Fidelis does not market any in-house products, allowing them to prioritize their clients' interests without conflicts of interest.