Wealth Management

Service

Who We Serve

We advise both international and domestic clients operating in one of the world’s most dynamic wealth environments. Our clientele includes tech entrepreneurs, multi-generational family businesses, and globally mobile individuals establishing new financial footprints.

Tailored Solutions for High-Net-Worth Individuals

We specialize in creating bespoke, tax-efficient investment strategies for high-net-worth individuals. Every solution is thoughtfully designed to reflect each client’s specific financial goals, risk appetite, and lifestyle.

Flexible Portfolio Management

We offer both discretionary portfolio management and advisory mandates, understanding that many of our client’s value involvement in the investment decision-making process. This flexibility allows us to strike the perfect balance between professional management and client engagement.

Global Asset Booking

We facilitate asset booking across multiple banking institutions in Israel , giving clients the freedom to choose the location and structure that best suits their needs.

Secure and Streamlined Approach

Our onboarding process is seamless and secure. With a Limited Power of Attorney (LPOA) over your investment accounts, there’s no need to transfer funds unless required. The LPOA is strictly limited to investment activity—ensuring that assets always remain under your full control. No withdrawals or transfers can be executed under this mandate.

Expertise You Can Trust

Our team is composed of senior financial advisors with deep industry experience. We apply best-in-class methodologies and institutional-grade oversight to help safeguard and grow your wealth across generations.

A Boutique Approach

We intentionally serve a limited number of clients to ensure a highly personalized and responsive advisory experience. Our multilingual team offers services in English, Hebrew and French, enabling us to support a globally diverse client base with cultural fluency and precision.

Get In Touch

AM Israel Consulting

Independent. Aligned. Transparent.

As an independently owned firm, we provide the sophistication of a global institution with the personal attention of a boutique advisory. We operate under an open-architecture model, selecting only best-in-class investment products ensuring full alignment with your financial objectives and long-term success.

The service is provided only to qualified clients and/or qualified institutions (as defined in the Israeli Law for the Regulation of Advice from 1995 – Promotion and Management of Portfolios).