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 - Integrated Wealth Management Ltd
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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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