Managing all decisions around your wealth
Holistic wealth management for high-net-worth individuals, entrepreneurs, and families with assets across multiple institutions investments, financial assets, real estate, and tax coordination under one aligned strategy
Led by Dana Golan, former CEO of Alumot Investment House, with over two decades of experience in wealth management.
The Problem:
Most high-net-worth individuals work with multiple institutions banks, investment houses, advisors but no single entity manages the full picture.
As a result, decisions are made separately, costs accumulate, and control is compromised.
The Solution:
We centralize, oversee, and manage all decisions around your wealth acting solely in your best interest.
What We Do?
A full mapping of all assets and accounts, one unified strategy for your entire wealth, and ongoing oversight of banks, investment managers, and financial decisions across investments, tax, and cash flow fully coordinated under one framework.
The goal is not just to manage assets but to create full control over your wealth and improve long-term outcomes.
Services
We do not provide isolated services we manage the entire financial picture as one coordinated system. From asset mapping and strategy to execution and ongoing oversight.
Investments and Financial Management
Creating a comprehensive local and international investment strategy in the capital markets, real estate and alternative investments tailored to your: needs, economic goals, family's capital structure and family's risk tastes; In-depth analysis of the investment portfolio, defining an investment policy, investment consultation, profitability studies, asset allocation, producing regular and special reports, risk management, evaluating performance and a regular working relationship with all financial and business elements.
Representation
Representing the client and conducting negotiations with the various financial institutions and business entities and full synchronization between all the service providers of the various investment and savings products included: Banks, Investment houses, Pension companies, Insurance companies, Hedge funds, Real estate agents and private investment funds
Taxation
Optimize the tax aspects of the investments.
Inheritance
Working closely with the client, Inheritance lawyers and professional consultants, we help prepare a Last Will and Testament.
About Dana Golan
Dana Golan, CEO
• Extensive experience managing wealth Over 19 years.
• Extensive experience as a CEO in ALUMOT Investment house .
• Holds CFP -Certified financial planner.
• Holds Israeli Investment Advisor License.
• B.A in economics with a specialization in Finance
After years in senior roles within the financial industry, Dana founded an independent firm dedicated to representing the client only with no dependency on financial institutions.
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