Founded on the principle of providing objective, client-centric financial guidance, FamilyBiz, LLC operates as a multi-family office and registered investment adviser. The firm offers comprehensive wealth management services, including investment advisory, advanced planning (estate, tax, insurance, and philanthropic), and family office services. Their mission is to serve as a trusted advisor, simplifying the complexities of wealth for their clients to help them achieve their financial goals and secure their legacy for future generations.

Founded in

Israel