Attar Management & Investment Ltd.

Overview

Attar Management and Investments describes itself as an independent multi client family office in Israel.¹ It provides family office services for wealthy families in Israel.¹ The firm describes long term client relationships centered on oversight of financial assets.¹

History

The website states that the firm was established in 2001.¹

Leadership

Ran Attar, chief executive officer.¹

Services

Investment management: The firm develops investment strategies, reviews portfolios, sets investment policies, provides investment advice, studies profitability, allocates assets, manages risk and assesses results.¹

Wealth planning and tax: The firm handles tax reporting and international tax matters, including work concerning double taxation, with independent tax consultants and accountants.¹

Estate and trust: The firm coordinates will preparation with inheritance lawyers and professional consultants, connects clients with trust fund bodies in Israel and abroad, advises on trust fund arrangements and develops financial agreements with families and external legal advisers.¹

Governance and family education: The firm supports family financial and business education, planning, preservation and transfer of assets.¹

The firm prepares client reports required by the Bank of Israel under applicable laws.¹ It represents clients in negotiations with financial institutions and business organizations.¹ It maintains working relationships with clients’ financial and business counterparties.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Family governance and education
• Cross-border planning

Client focus

The firm states that its services are designed for individuals or families with assets of $50 million or more.¹ It says its family office work serves wealthy families in Israel.¹

Investment philosophy and approach

The firm says its work draws on knowledge of financial markets.¹ It says it develops financial and investment arrangements for each client.¹ The website identifies independence, attention to client interests, availability, transparency and professionalism as operating values.¹

Assets and minimums

The firm states that its services are designed for individuals or families with assets of $50 million or more.¹ This minimum is stated on the firm website accessed October 23, 2026.¹

FAQs

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Sources

1. Attar Management and Investments, [firm website]( accessed October 23, 2026

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.