Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Hedge Funds, Commodities, Fixed Income (Debt and Bonds), Infrastructure, Crypto, Distressed and Special Situations, ESG and Impact Investing, Collectibles & Art
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Hong Kong, Japan, Australia, Singapore, China, India, France, Italy, Switzerland, Spain, Luxembourg, South Korea, Netherlands, Belgium, Israel, Liechtenstein
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Pharmaceuticals
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2017
Lucid Investments is a privately held multi-family office and wealth management firm based in Tel Aviv, Israel. Founded by Karen Schwok, former CEO of Banque Pictet & Cie SA (Israel), the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, trustees, and private companies. With over two decades of experience, Lucid Investments offers independent, transparent, and personalized wealth management solutions, focusing on preserving and growing clients' wealth through disciplined research and strategic asset allocation.
The firm's investment approach is holistic, integrating long-term objectives, liquidity needs, and risk considerations into a clear, structured strategy. Lucid Investments emphasizes global asset allocation, rigorous research, and ongoing monitoring to navigate changing market environments effectively. Their services encompass wealth management, wealth planning, and pension planning, all aimed at delivering long-term sustainable returns.
Lucid Investments operates with a strong commitment to independence and integrity, ensuring that their advice is impartial and free from sales incentives. The firm collaborates with leading international custodian banks to provide clients with full transparency and institutional-grade safekeeping of assets. Their client-centric approach has been recognized in the industry, with Karen Schwok serving as an expert judge for the Globes “40 Under 40” Leadership Project in 2025 and being named among Leading Women in Finance by Calcalist in the same year.
Requirements
- High-net-worth individuals
- Families
- Trustees
- Private companies
Contact
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Portfolio Companies
- Gaia Real Estate
- Quintessential Capital Management
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