- Warren Buffett“Someone is sitting in
the shade today because someone
planted a tree a long time ago”“Someone is sitting in the shade today because someone planted a tree a long time ago”
Barak Wealth Management is committed to providing personalized solutions and strategies that reflect your unique values and aspirations, ensuring the lasting preservation and growth of your capital and family wealth.
Who we are
Founded in 2014, Barak Wealth Management is one of Israel's leading firms in Family Office services. We offer a seamless, personalized approach tailored to our clients' unique goals. Our bespoke strategies are designed to guide clients toward long-term success, anchored in a strong commitment to trust, transparency, and forward-thinking solutions. We are among the few firms that maintain a dedicated, professional investment committee, providing expert guidance and ensuring we remain at the forefront of financial excellence
Confidentiality and exceptional personal service are at the heart of everything we do.
Services
Investment & Wealth Management
Developing tailored investment strategies, optimizing assets allocation, conducting due diligence, ongoing wealth oversight.
Tax, Legal & Trusts
Working in collaboration with experienced legal and tax professionals, we help structure tax-efficient plans, manage trusts and financial entities, and provide clients with access to qualified legal guidance and estate planning solutions tailored to their specific needs
Next Generation Planning
Educating and preparing heirs for responsible wealth management and smooth generational transitions.
Philanthropy & Risk Management
Advising on charitable giving, overseeing donations, and ensuring asset protection through strategic insurance planning.