Investment Strategy
Creating an investment strategy that meets the needs of the client and the family's capital structure; In-depth analysis of the investment portfolio, defining an investment policy, investment consultation, profitability studies, asset allocation, producing regular and special reports, risk management, evaluating performance and a regular working relationship with all financial and business elements.
Above and beyond Capital Market investment, LWM opens doors to Alternative Investments:
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Real Estate Assets, Funds and projects in Israel and abroad
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Real Estate Secured Lending
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Venture Capital
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Private Equity
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Structured Products
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Hedge Funds
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Consumer Credit
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And more
LWM’s Investment Methodology:
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In-depth analysis of the clients’ legacy businesses and investments.
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Assess future needs and desires.
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Research and present investment strategies and estate planning solutions factoring in risk tolerance level and intergenerational tax exposure.
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Execute plan locally and abroad.
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Annual evaluation and re-assessment
SERVICES
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