Karni Vilenchik Family Office - Vilenchik rays Financial Solutions

Overview

Karni Family Office was established in 2008 and operates under the legal name Karni Dror Pension Insurance Agency (2016) Ltd. The firm reports more than ₪9.5 billion in assets under management and a team of 15 planners and partners. It presents itself as a private company that is not owned by an insurance company, which it says supports independent, holistic financial planning.

History

Karni Family Office was established in 2008. Its founder and chief executive officer, Dror Karni, has more than 20 years of experience in capital markets and real estate, including senior roles at First International Bank of Israel and the investment firms Tamir Fishman, Meitav and Infinity.

Leadership

Dror Karni is founder and chief executive officer. The team page identifies Hila Bezalel Ben Shlomo as a partner and Hadar Yehuda as a senior financial planner. Karni states that its team includes specialists with backgrounds in banking, capital markets, insurance and real estate.

Services

Karni provides family-office and holistic financial-planning services from the start of the relationship through career years, retirement and the period afterward. Its services include investment strategy, financial planning, portfolio coordination, risk management, retirement planning, tax-planning support, monthly reporting, banking coordination, trust accounts and intergenerational wealth-transfer planning.

The firm offers access to investment portfolios, financial policies, education funds, provident funds, Section 190 planning, IRA accounts, executive insurance, pension funds, hedge funds and real-estate funds.

What the firm offers

• Financial planning
• Tax planning
• Risk and insurance
• Retirement planning

Client Focus

Karni works with affluent families, high-net-worth individuals, corporations and companies in Israel. Its family-office model coordinates financial decisions across investments, retirement, risk management, banking, taxation and wealth transfer.

Approach

Karni describes its process as a comprehensive review of each client’s assets, followed by an individually tailored investment strategy, ongoing monitoring and transparent performance evaluation. The process supports clients from the start of the relationship through career years, retirement and the period afterward.

Assets

Karni reports more than ₪9.5 billion in assets under management.

FAQs

Related resources

• LocationMultifamily offices in Ramat Gan

  This page helps readers compare family office options serving Ramat Gan and nearby Israeli business centers. It can frame questions about financial planning, tax planning, insurance, and retirement support when assessing whether Karni Family Office fits the needs of an affluent family, high net worth individual, or company.

• GuideMultifamily office services

  An overview of multifamily office services clarifies how financial planning, tax planning, risk and insurance, and retirement planning may work together. Readers can use it to outline priorities before speaking with Karni Family Office about personal, family, corporate, or company needs in Israel.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how a multifamily office differs from a single family office and a virtual family office. It helps Israeli families and business owners consider the level of shared infrastructure, direct attention, privacy, and ongoing planning that may suit their finances and organizational structure.

• GuideData privacy and security with an MFO

  This resource outlines privacy and security questions to raise with a multifamily office. For families, high net worth individuals, and companies discussing tax, insurance, retirement, or financial information with Karni Family Office, it offers topics for reviewing data handling and access controls.

• Similar firmsDouble Infinity Family Office Ltd.
  Lucid Investments
  McFaddens & Co

  Profiles of Double Infinity Family Office Ltd., Lucid Investments, and McFaddens & Co provide additional firms to review on the site. Comparing their stated services, client focus, and geographic relevance with Karni Family Office can help readers prepare specific questions about planning, tax, insurance, and retirement needs.

Sources

1. Karni Family Office, About the company
2. Dror Karni profile
3. Karni Family Office, Team
4. Karni Family Office, Homepage

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.