What We Do
Dana Golan Capital Management provides a comprehensive suite of financial management and investment services for the wealthiest families in Israel, successfully doing so for many years. Led by Dana Golan, the firm combines professionalism, discretion, and a forward-looking approach to managing and preserving family wealth.
Families benefit from expertise across global capital markets, alternative investments, and real estate, alongside ongoing monitoring and reporting that ensure peace of mind and confidence that their wealth is being actively managed at all times.
Dana Golan and her team operate with a deep, holistic perspective, implementing smart diversification strategies both in Israel and abroad, while remaining closely involved throughout the entire investment journey. The extensive experience of Dana Golan enables the creation of tailored, innovative financial solutions that reflect the unique needs and aspirations of each family.
Our process begins with thorough research and in-depth analysis of the family’s assets and financial holdings, with the objective of building a personalized investment portfolio and service framework – always guided by the personal involvement of Dana Golan and her team of experts.
Services
The company's services include:
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
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