“Someone is Sitting in The Shade Today, because Someone Planted a Tree a Long Time Ago...”

Warren Buffett

What Your Family Needs

Generations of Financial Success

The common denominator we would like all our clients to have, is a family office that will create a tailored financial plan exclusively for you. 

Our company was established with the aim of dedicating its purpose to personal and customized services. With our team of experts, we will serve you with your tailored needs.

Neto Family Office is a subsidiary of the Neto Financial Group which was established about three decades ago with the aim of leading the field of wealth management in Israel.

Mission

We will start getting acquainted and understand what matters most to you. Thenceforth, we will gradually manage the financial success of your family.
We will be honored to be your right hand and accompany you and your posterity. We understand that every family have their own values. 

Why our family office

We have access to top
tier investment

Improving your family
solidity and posterity

Your own family
personal concierge

Managing the personal
affairs of family members

Structuring your
asset allocation

Managing
risk investments

Protecting
family wealth

The Best Investent Solutions

In the World

We treat every client and every investment portfolio with utmost detail and respect before any decision, action, or consultation. We surround ourselves with a community of experts as an independent committee that chooses and monitors all our investments on a continues basis. The committee consists of the best experts in the field of investments, banking, and financial management.

Our Investments

Private equity funds

Hedge funds

Structured products

Venture capital
Equity funds

Direct investment in real estate
REITS

International banking
solutions

It is important to remember that real estate investments are more than the investment and the acquisition itself, but also ongoing management and protection of the assets, it is an investment that always demonstrates itself.

What Do You Invest In

Private equity funds

Hedge funds

Venture capital Equity funds

Structured products

Direct investment in real estate REITS

International banking solutions

It is important to remember that real estate investments are more than the investment and the purchase itself, but also ongoing management and protection of the assets, but it is an investment that always proves itself

Risk Management

Saves Money, and Return

Our specialization in risk management is reflected in ultra-rigorous and thorough identification, and acceptance procedures – before we choose who to work with and what to invest. The diversity of our portfolio is important to us, but this will never come at the expense of assessing, until we understand the risk and return potential.

All our products are approved by an external, qualified, and unbiased investment committee worldwide.

Diversify

within

Alternative Investments

Family offices have increased their appetite on alternative investments because they have succeeded or met their expectations, with also being able to reduce your portfolio volatility.

meet

Our Team

Mike Lavi

Chairman

Mike Lavi has over 16 years of experience in the sphere of finance and investment. He helped found the aspiring Neto Family Office. Mr Lavi is a financial planning specialist, with an international CFP certification. He has an extensive experience in providing financial services to the affluence minority. Additionally, one of the founders of Neto Family Office. He is also a partner and board member of Neto Financial Planning.

Leonardo Gass

CEO

Mr Gass is entering his third decade of experience in senior positions in the world of finance.  Bank Hapoalim, UBS, Credit Swiss, CITI Bank Israel, and now CEO of Neto Family Office

Furthermore, a Bachelor of Arts in Business and Economics at the University of Haifa and an MBA in Business Administration and Finance at Bar-Ilan University.

Marina Poleg

Director

Marina Poleg has been engaged in the trade of Capital Market for 8 years. Among other things, underwriting, private wealth management and investment analysis. Mrs Poleg has also completed an MBA in Economics, with an investment consulting license.

Asaf Bort

Managing Director

Asaf brings over 20 years of financial experience in private banking, wealth management and securities trading. filled senior executive positions in the United Kingdom and Israel with Bank Hapoalim group, J.Safra Sarasin and CIBC Oppenheimer.
Holds BA economics from the college of management, MA business law, Bachelor of Laws (LLB) from Bar Ilan university and Investment advice license.

Yael Shanny

Executive Assistant to the CEO

Yael Giselle Holds a BA in F.B. from the University of Instituto Marangoni in Milan and Polimoda in Florence. Ms. Shanny has international marketing experience from living in different countries and expertise in company development and business entrepreneurship.

Jeremy Hayman

Director of Associates

Jeremy hayman graduated with honors a B.A majoring in finance and marketing from natanya university with over 9 years of experience in alternative investments, wealth management and business development working with top tier companies in new York and west Africa.

Gil Kaufman

Associate

Gil Kaufman has Undergraduate degree in Business Administration. in addition, a license in pension insurance as an agent in the Capital Market. Mr Kaufman has been working in the field for over 6 years.

Lior Kreshes

Associate

Lior Kreshes holds a degree in business administration, with and majoring in finance (received honors) and a certification in financial risk management from Reichman University. Mrs Kreshes is lawyer specializing in international taxation, individual taxation and corporate taxation. She completed an Internship at the Magistrate's Court in Herzliya in tort law.