Tailored investment profile
An investment profile designed for each client and each family, based on their goals, plans and investment horizon.
Multi-Family Office Services
Family office services for private wealth.
For each family, we build a tailored investment profile and manage its investments and savings across capital markets and alternative investments, in line with its goals and time horizon.
About
MAXA Family OfficeMulti-Family Office
MAXA Family Office provides multi-family office services to private clients and families. For each client, we develop a tailored investment profile that combines capital-market and alternative investments.
Our work rests on a comprehensive view of family wealth, the prudent use of the tax advantages available across investment channels, and the ongoing alignment of each portfolio with the client's goals and plans.
- ClientsPrivate clients and families
- OfficeToHA Tower, Tel Aviv
- Client portalSecure online access
Polaris Family Office
Max Tribel is a partner at Polaris Family Office.
For more information about Polaris, please visit its official website.
Managing family wealth calls for a broad perspective, precise planning and a long-term commitment.
Services
Wealth management with a whole-family perspective
One portfolio, managed as a whole and aligned with each family's goals, plans and time horizon.
Capital markets
Management of investments and savings in the capital markets, as part of a diversified and balanced overall portfolio.
Alternative investments
Alternative investments alongside listed assets, in line with each client's risk profile and investment horizon.
Tax efficiency
Prudent use of the tax advantages available across savings and investment channels.
Our approach
A structured, transparent and personal process
Every relationship begins with an in-depth introduction and is built over years, with a commitment to discretion and to continuous alignment with the family's needs.
Discovery
Mapping the complete financial picture, goals and time horizons.
Strategy
Defining a tailored investment profile and an appropriate portfolio structure.
Implementation
Allocating capital across capital markets, alternative investments and tax-advantaged channels.
Review
Ongoing monitoring and adjustment as goals and market conditions change.
DiscretionRigorous protection of client and family privacy.
Long-term perspectiveDecisions driven by goals and plans, not by short-term fluctuations.
Personal serviceDedicated guidance and direct availability.
Founder
Max Tribelמקס טריבל
- RoleFounder, MAXA Family Office
- PartnershipPartner, Polaris Family Office
- PreviouslyExcellence Nessuah Investment House
Contact
We look forward to meeting you
Introductory meetings are held at our offices in ToHA Tower, Tel Aviv, by appointment.
- Address
- ToHA Tower, 16th floor
114 Yigal Alon St., Tel Aviv - Phone
- +972 50 717 1622
- info@maxa.co.il
- Meetings
- By appointment