About Us

Know About Us

Why Choose A.M. Israel Consulting?

✔ Israeli Expertise with Global Reach: We combine Israel’s dynamic financial ecosystem with international investment opportunities.
✔ Personalization: Every financial plan is tailored to fit the unique needs of our clients.
✔ Security & Compliance: We ensure regulatory compliance and confidentiality in all our services.
✔ International Network: We provide access to investment opportunities and banking solutions worldwide.
✔ Innovation & Stability: Leveraging Israel’s reputation as a hub for financial technology and stability, we integrate cutting-edge solutions into our wealth management strategies.

FOUNDER

Founder & CEO

A.M. Israel Consulting was founded in 2017 by Raphael Ohana, driven by a profound commitment to fostering enduring client relationships and providing expert guidance in wealth management and financial markets.

Leveraging over 25 years of experience in prestigious financial centers across Israel, Luxembourg, and Switzerland, Mr. Ohana established the firm to serve High Net Worth Individuals and Institutional Investors. The company’s mission is to develop, preserve, and enhance client wealth through strategic financial planning and tailored solutions. A.M. Israel Consulting has assembled a team of seasoned professionals dedicated to delivering bespoke services that ensure the long-term security and growth of clients’ wealth, businesses, and investments. The firm’s core principles—trust, commitment, integrity, reliability, and innovation—underpin a client-centric approach designed to meet the unique needs of each individual and family.

AM Israel Consulting
Know About Us

Our Values

✔ Integrity: We uphold the highest ethical standards and ensure transparency in all our dealings.
✔ Excellence: We continuously seek to improve our strategies, services, and client outcomes.
✔ Client-Centric Approach: We put our clients’ needs first, offering personalized solutions for financial growth and security.
✔ Innovation: We embrace cutting-edge financial technologies and strategies to stay ahead in an evolving global market.
✔ Trust & Confidentiality: We prioritize the security and privacy of our clients’ financial affairs.

Our Vision

To be locally recognized for our excellence and client-centric approach. We are committed to creating sustainable financial success for high-net-worth individuals by delivering tailored, forward-thinking investment, wealth management solutions and financial solutions.

About Our Company

Experience and Expertise

A.M. Israel Consulting is a premier Israeli wealth management & credit brokerage firm dedicated to serving affluent families, high-net-worth individuals, and corporations in Israel. We specialize in providing bespoke financial solutions designed to protect, grow, and transfer wealth across generations. Rooted in Israel’s strong financial and investment landscape, we leverage our local and global expertise to offer personalized investment strategies, asset protection solutions, and financial planning tailored to the sophisticated needs of our clients. Our commitment to discretion, strategic foresight, and financial excellence ensures long-term financial success.

Built on a foundation of trust, expertise, and innovation, our team comprises experienced financial professionals with a deep understanding of the global and Israeli financial landscapes. We are committed to offering strategic solutions that align with our clients’ financial aspirations while ensuring the highest standards of confidentiality and compliance.

30

Years of Experience