Gefen Family Office is a US-based, SEC-registered investment adviser that functions as a Multi-Family Office. The firm is dedicated to serving a select group of high-net-worth and ultra-high-net-worth families by providing tailored solutions for long-term capital preservation and appreciation. Their core services include strategic asset allocation, holistic investment management, wealth and estate planning, and consolidated administrative services, aiming to act as a personal CFO for their clients across generations.

Founded in

Israel