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WI

Family Office

WM - Integrated Wealth Management Ltd.

Herzliya Pituach, Israeli-wm.co.il/
6
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: FINTRX, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Opportunistic, Value Add
Target geographies
Global
Typical ticket
$2m–$10m
AUM
Undisclosed
Real-asset allocation
RE 100%
Appetite

Investor profile

WM is a family office and investment firm based in Herzliya Pituach, Israel, serving ultra-high-net-worth families with tailored financial services including asset allocation, investment strategy, tax solutions, and intergenerational wealth transfer through a global advisor network. CEO Shaul Shneider leads the firm with decades of financial expertise.

Unlock mandates & allocation signals

See WM - Integrated Wealth Management Ltd.'s active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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WM is a family office and investment firm based in Herzliya Pituach, Israel, serving ultra-high-net-worth families with tailored financial services including asset allocation, investment strategy, tax solutions, and intergenerational wealth transfer through a global advisor network. CEO Shaul Shneider leads the firm with decades of financial expertise.

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