Alma Management

Overview

Alma Management says its team operates across Israel, Europe, and Asia and speaks more than five languages. The firm provides access to banking institutions and private banking partners in Luxembourg, Switzerland, Israel, Hong Kong, and Singapore.¹

History

Alma Management describes itself as established in early 2016 to serve affluent international clients through a multi-family office model.¹

Services

Alma Management provides wealth management, financial and banking advice, inheritance management, investment management, and credit and financing advice. It designs tailor-made solutions with selected banking, financial, insurance, accounting, and tax advisory partners.¹

Its wealth advice service analyzes clients’ asset strategies, coordinates specialized expertise, supports day-to-day banking transactions, and reviews potential asset developments. Clients can choose advisory management, active advisory management, or delegated portfolio management, with options including investment advice, portfolio monitoring, personalized management, reporting, and risk control.³

The firm’s investment process includes individual client profiling, customized asset allocation, banking-fee reviews, transparent rate structures, and periodic consolidated reports on transactions, positions, and risk.⁴

Alma Management’s banking-partner selection service evaluates depositary banks and jurisdictions according to client needs, costs, services, and asset objectives.⁵ The firm also analyzes mortgage and other credit needs and recommends financing strategies for clients’ projects.¹

What the firm offers

• Investment management
• Tax planning
• Risk and insurance

Client Focus

The firm serves affluent international clients.¹ It provides access to banking institutions and private banking partners in Luxembourg, Switzerland, Israel, Hong Kong, and Singapore.¹

Approach

Alma Management says its approach emphasizes transparency in fees and partner costs, confidentiality, capital preservation, reasonable growth, responsiveness, creativity, and tailored advice.² The firm designs tailor-made solutions with selected banking, financial, insurance, accounting, and tax advisory partners.¹

FAQs

Related resources

• LocationMultifamily offices in Tel Aviv

  The Tel Aviv multifamily offices page gives regional context for comparing firms serving affluent international clients. Use it to see how local providers may address investment management, tax planning, banking advice, and cross-border family needs when assessing a firm such as Alma Management.

• GuideMultifamily office services

  The multifamily office services page explains common offerings in one place, including investment management, tax planning, risk and insurance, inheritance matters, and financing advice. Reading it helps a family owner map Alma Management's stated services against the issues they need addressed across wealth, protection, and succession planning.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help a business owner identify other family offices and investors by region, client focus, or investment interests. Comparing database entries with Alma Management's international client orientation may support an initial shortlist for independent research, referrals, or questions about investment and financing relationships.

• GuideQuestions to ask a multifamily office

  The questions to ask a multifamily office page offers prompts for discussing fees, reporting, decision authority, investment oversight, tax coordination, insurance, and inheritance planning. A prospective Alma Management client can use those topics to clarify how advice would fit personal, family, and business circumstances before sharing detailed information.

• Similar firmsGoldrock
  Heritage Family Office
  Kimfo Family Office

  Profiles of Goldrock, Heritage Family Office, and Kimfo Family Office provide nearby points of comparison on this site. Reviewing their described services, locations, and client focus alongside Alma Management's international orientation can help a reader prepare consistent questions about investment management, tax planning, risk, and financing advice.

Sources

1. Alma Management
2. Our Values
3. Wealth Advice and Management
4. Investment Management
5. Selecting a Banking Partner and Its Jurisdiction

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.