Fidelis Family Office

Fidelis Family Office, established in 2010 and based in Herzliya Pituach, Israel, is a multi-family office specialising in wealth management for high-net-worth individuals and families, as well as charitable organisations. They offer a range of services, including financial planning, strategic asset allocation, global manager selection, consolidated reporting, and ongoing portfolio monitoring. Fidelis' approach is long-term and conservative, focusing on preserving and growing clients' wealth over generations. They provide independent, customised solutions and access to world-class research and reporting systems, without promoting in-house products.