Wealth planning
Family, business and assets, in one structured plan.
MAXA Private Wealth · Tel Aviv
You built the wealth. We guide individuals, families and companies through planning, investing and passing it on to the next generation.
About
Every part of your life is connected: family, business and the future. That is why we see your wealth as one whole.
Investments are made through licensed firms: portfolio managers, investment houses, private equity, private debt, credit and hedge funds, in Israel and abroad. We build the plan and follow its execution.
Polaris Family Office
polaris-fin.co.il · opens in a new tab
A complete view of your wealth, with you at the center.
Services
Tailored to your short- and long-term goals.
Family, business and assets, in one structured plan.
For individuals and companies: portfolio managers, investment houses, private equity, private debt, credit and hedge funds. In Israel and abroad, through licensed firms only.
Part of your wealth in the world's leading financial centers.
Passing wealth on in good order, from one generation to the next.
Founder
Contact
At our offices in ToHA Tower, Tel Aviv, by appointment.