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. 

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Above and beyond Capital Market investment, LWM opens doors to Alternative Investments:

• Real Estate Assets, Funds and projects in Israel and abroad

• Real Estate Secured Lending

• Venture Capital 

• Private Equity

• Structured Products 

• Hedge Funds

• Consumer Credit

• And more

 

LWM’s Investment Methodology:

1. In-depth analysis of the clients’ legacy businesses and investments.

2. Assess future needs and desires.

3. Research and present investment strategies and estate planning solutions factoring in risk tolerance level and intergenerational tax exposure.

4. Execute plan locally and abroad.

5. Annual evaluation and re-assessment