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‘The Service’ group leads Israel’s Wealth Management services growing industry. Our most important task is leading our clients in fulfilling their life goals and dreams.
We do so by working with professional and multidisciplinary Wealth Managers entrusted with managing our clients’ family wealth over time.
Today, after a decade of activity, ‘The Service’ is the largest wealth manager in Israel, with over ILS 12 billion in managed assets for hundreds of wealthy families.
We enable our clients to enjoy a variety of services that provide a complete and holistic solution for their needs and aspirations:
Family office services, financial planning, asset management, cash flow construction and management, tax planning, risk management, intergenerational wealth planning and transfer, retirement planning, and more.
Achieving wealth is one thing, managing wealth is another! from our vast experience, High Net-Worth families generate high revenues, assets, and property, and yet find it challenging to achieve a sense of control, security, and peace of mind in their financial future.
We help our clients gain control and security in their future by focusing on four essential elements:
We actively adapt these to the goals and objectives we have set with our clients priorly.
Our proprietary management platform, which we have developed and perfected over the years, is the core of conduct with our clients.
This platform was built while assimilating the vast knowledge we accumulated over the years.
The up-to-date interface allows each client to see the entire household assets, risks, and liabilities as well as all the actions taken, all in one place.
CFP ® - Founding Partner, CEO
Founding Partner, CTO
CFP ® - Founding Partner,
Deputy CEO
‘The Service’ group leads Israel’s Wealth Management services growing industry. Our most important task is leading our clients in fulfilling their life goals and dreams.
We do so by working with professional and multidisciplinary Wealth Managers entrusted with managing our clients’ family wealth over time.
Today, after a decade of activity, ‘The Service’ is the largest wealth manager in Israel, with over ILS 12 billion in managed assets for hundreds of wealthy families.
Family Office services, financial planning, asset management, cash flow construction and management, tax planning, risk management, intergenerational wealth planning and transfer, retirement planning, and more.
We help our clients gain control and security in their future by focusing on four essential elements:
We actively adapt these to the goals and objectives we have set with our clients, priorly.
The up-to-date interface allows each client to see the entire household assets, risks, and liabilities as well as all the actions taken, all in one place.
CFP® - Founding Partner, CEO
Founding Partner, CTO
CFP® - Founding Partner, Deputy CEO
Omer gained over 20 years of experience in the capital market in Israel. Before founding The Service, Omer held key positions in the “Psagot” Group, including VP of Financial Markets and CEO of Pension Funds.
As part of understanding the importance of the financial planner profession, Omer was a partner in the establishment of the Association of Financial Planners in Israel and served as chairman of the association.
Elad is an expert in hardware and communication systems for large organizations, and for the past 25 years, has owned “Com Media”, which provides advanced IT services and integration to global organizations, which mainly deal with high-tech and financial services. Elad is a graduate of the School of Computer Science at IDC Herzliya and an entrepreneur at heart.
Eran has rich and varied experience of over 25 years in the Israeli capital market. Eran is a founding partner and has served as the group’s wealth manager and VP since its establishment. Before the group’s establishment, Eran held senior positions in the capital market, including Platinum Client Portfolio Manager at the “Pe’ilim” portfolio management and Marketing and Sales Manager at “Psagot” Investment House.
Eran holds an LLB degree in law and a master’s degree in business administration