Beyond Family Office

Overview

Beyond Family Office operates from Tel Aviv, Israel, and says it advises families from across the globe.¹ Its stated mission is to help shift capital from traditional investments toward value aligned investments while seeking financial return and impact.¹ The firm links personal wealth with clients’ value systems and seeks competitive returns together with measurable social or environmental impact.¹

History

Beyond Family Office states that it was established in 2014.¹ An Israeli company directory records BEYOND FAMILY OFFICE LTD as an active Israeli private company incorporated on 1 October 2014.² The website identifies Danny Almagor and Berry Liberman of Small Giants as co founders of Beyond.³ Small Giants was founded in 2007 by Danny Almagor and Berry Liberman.³

Timeline

1. 2007Small Giants was founded in 2007 by Danny Almagor and Berry Liberman.
2. 2014Beyond Family Office states that it was established in 2014.

Leadership

Orit Walker is Managing Partner and Co Founder.³ Her biography says she has worked with families on wealth matters since 2008.³ Before joining Beyond, she managed the financial assets of Mannheim LLC, a single family office in New York City, and remains on that family’s advisory board.³ Her listed qualifications are an MBA from NYU Stern and a BA in Economics and Business Administration from the Hebrew University of Jerusalem.³

Lital Slavin is a General Partner in Adama Capital, an Israeli private equity fund financing energy efficiency projects, and a General Partner in Hadarim Fund, which focuses on urban renewal through multi sector collaboration.³ She is also identified as co founder of Beyond Creative, a media and production company.³ Her listed qualifications are an EMBA from the Kellogg School of Management and a BA in Business Administration from IDC Herzliya.³

Sivan Alter is Head of Client Relationship.³ She previously worked at Israel Land Authority offices and holds a B.Sc.Agr. in Agricultural Economics and Management from the Hebrew University of Jerusalem.³ Moran Leder Segal is described as a former operations manager overseeing logistical, administrative and financial aspects of four fitness center branches.³ Her listed qualifications are a BA in Psychology from IDC University and a fitness trainer diploma from Tel Aviv University.³ Amit Weisbrun is Office Manager and holds a BA in Far East Studies from Tel Aviv University.³

Danny Almagor is founder and CEO of Small Giants.³ Berry Liberman is co founder and Creative Director of Small Giants and publisher of Dumbo Feather.³

Services

Beyond identifies three operating pillars: Family Office Advisory Office, Investment, and Education and Community Building.¹ Its advisory work is described as holistic family wealth planning that incorporates the goals, values and impact expectations of family members across generations.¹ When the firm identifies a material market gap, it says it may create an investable solution in house or join others.¹

The website names portfolio focus areas that include urban regeneration, resource renewal, affordable housing and women’s empowerment.¹ Its education and community building pillar is nonprofit and focuses on impact investment education and community development.¹

What the firm offers

• Financial planning

Client focus

Beyond says it advises families from across the globe.¹ Its community page identifies Toniic as serving individuals, family offices, foundations, endowments, funds and members of the public seeking values aligned investing across asset classes.⁴ Beyond states that it is the local host of the Toniic Affiliate Group in Israel.⁴

Investment philosophy and approach

The firm says impact means an investment intended to generate financial return alongside deliberately pursued, measurable social and environmental outcomes.⁴ Beyond describes its approach as connecting family wealth with family values while seeking both competitive financial returns and measurable social or environmental impact.¹

FAQs

Related resources

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  This directory helps families and business owners compare multifamily offices serving Tel Aviv and nearby markets. It gives regional context for someone considering Beyond Family Office, an Israel based firm that connects financial planning with values aligned investing and measurable impact.

• GuideMultifamily office services

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• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help a family or business owner research other family offices and investors by region, focus, or client profile. Comparing entries may clarify what information to request about financial planning, investment priorities, and measurable impact before contacting a firm in Israel.

• GuideQuestions to ask a multifamily office

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Sources

1. Beyond Family Office, “Who We Are,” accessed 2026-10-23
2. CheckID, “BEYOND FAMILY OFFICE LTD,” accessed 2026-10-23
3. Beyond Family Office, “Our Story,” accessed 2026-10-23
4. Beyond Family Office, “Community,” accessed 2026-10-23

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.