Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- 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.
Similar investors
Comparable allocators
Family Office
WM - Integrated Wealth Management Ltd.
Herzliya Pituach, Israel
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.
Family Office
WPWealth LLP
Fort Worth, United States
WPWealth LLP, a Registered Investment Adviser based in the United States, emphasizes comprehensive wealth management and personalized financial guidance. The firm offers services across financial planning, investments, insurance, and estate planning, focusing on proactive market monitoring.
Family Office
WFM & Partners
Geneva, Switzerland
Institutional investor. based in Geneva Switzerland. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate, Venture Capital. Geographic focus: Global. Sectors: office. Active real asset investor
Family Office
Wealth Management Solutions, LLC
Newport Beach, United States
Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Other
WSH Deutsche Vermögenstreuhand GmbH
Düsseldorf, Germany
Institutional investor. based in Düsseldorf Germany. LP type: Family Office. Asset class focus: Fixed Income, Private Equity, Real Estate. Active real asset investor
Other
Wpwealth Llp
Fort Worth, United States
WPWealth LLP, a Registered Investment Adviser based in the United States, emphasizes comprehensive wealth management and personalized financial guidance. The firm offers services across financial planning, investments, insurance, and estate planning, focusing on proactive market monitoring.