TAO Family Office

TAO Family Office is an independent, full-service multi-family office based in Tel Aviv, Israel, offering bespoke wealth management services to high-net-worth individuals. The firm provides a broad spectrum of commercial, corporate, and personal services, including wealth and tax planning, liquidity forecasting, asset allocation, and intergenerational wealth transmission. Their skilled team operates with integrity and reliability, enabling clients to focus on growing their businesses.

The firm's core services encompass Chief Investment Officer services, banking services, customized structured products, startup investments, real estate, and philanthropy. They create value for clients through active involvement in companies, offering financial planning, assistance to investee companies, international business development, and representation at board meetings. Additionally, they provide support in refinancing activities, taxation planning, and financial accounting.

TAO Family Office coordinates the relationship between the family and all external advisers, ensuring a cohesive approach to wealth management. Their independence allows them to evaluate opportunities for clients with complete objectivity, aligning with the family's overall asset allocation, investment horizon, and risk appetite. The firm emphasizes a long-term engagement and expertise in the banking industry and capital markets, offering professional assistance in the selection or creation of desired structured products within a portfolio context.