“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
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.
Marina Poleg
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
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.
Gil Kaufman
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.
