Family Wealth Advisors

EST. AUM
$45,187,000

CONTACTS
3

CLIENT ACCOUNTS
145

Firm Details

Metro area Tel Aviv
CRD Number 117475
Website co.il
Client types

Overview

Family Wealth Advisors Ltd (FWA) was founded in 2009 by Mr. Daniel Peretz (CEO). FWA is an independent, privately-owned, multi-client boutique family office, which provides a broad set of family office services to high net worth individuals and families in Israel. The firm acts as the personal CFO for its clients, coordinating and managing the complexities of the family investments and broader family affairs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Family Wealth Advisors

Platform Details

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