Fidelis Family Office

Fidelis Family Office, established in 2010, specializes in strategic wealth management and consulting services for wealthy families, high-net-worth individuals, and charitable organizations in Israel. The firm offers a comprehensive range of services, including financial planning, strategic asset allocation, global manager selection, consolidated reporting, and ongoing portfolio monitoring. Fidelis aims to enhance the purchasing power of its clients' wealth for future generations, adhering to a long-term and conservative investment philosophy. By leveraging extensive international and local networks of financial providers, the firm ensures access to top-tier research, reporting systems, and third-party asset managers. Additionally, Fidelis provides independent perspectives and tailored, cost-effective solutions that address the specific needs of each client, without promoting any in-house products.