Maven WM is a multifamily office firm providing all around services to ultra-high net-worth families in Israel. Our clients enjoy complete confidentiality of trusted advisors who accompany them in managing all financial aspects of their family wealth.
We provide professional and objective advice aligned with your investment goals, while monitoring tradable and non-tradable private assets both in Israel and abroad.
Our main goal is to provide added value to individuals and families, achieved through professional management and versatile investment choices, planned and responsive maintenance, and always with a plan for the future.
Human capital is our greatest asset. Our investment team distinctly differs from the competitors in both its vast investment management experience and analytical abilities – solidly supported by an exceptional back-office team that is highly knowledgeable about the financial industry Our relationship with a new client begins with in-depth research and analysis of the full range of his financial and real assets, thus enabling us to develop a personal asset allocation strategy and to offer specific and long-term financial guidance.
Through in-depth and broad insight and support we provide efficient and economical investment management. We believe in intelligent asset allocation, both in currencies and, as needed, also geographically (offshore alongside local banks).
One of our most prominent advantages is the access we provide to private/alternative investments only reserved for institutional clients, with lower minimum investments but at institutional cost.
Our personalized wealth management services are second to none, and the high-quality client base we built over the years attests to our commitment to deliver the highest level of professional service to our clients.
Our clients enjoy warm and personal attention, 24/7 availability, total transparency, and uncompromised professionalism. We always have their best interest in mind.