Kimfo Financial Strategies Ltd.

Overview

Kimfo coordinates wealth preservation, succession planning, risk management, tax planning, asset protection and consolidated reporting for family finances. The firm says it has more than 50 years of experience managing risk and global financial assets.²

History

Kimfo Financial Strategies Ltd. operates its family-office services under the Kimfo Family Office name. The firm describes its experience as spanning more than 50 years of managing global financial assets and risk.²

Leadership

David Kimche is Founder and President. His background includes senior international banking and investment roles at Mizrahi Bank, UMB Bank & Trust Company and Bank Leumi.³

Aviad Kimche is Chief Investment Officer, specializing in exchange-traded funds, alternative investments and portfolio risk management.³

Meiki Bordowicz is Relationship Manager, responsible for business development in structured products, with experience in private banking and financial derivatives.³

Salomon Farca is Client Relationship Manager, bringing experience in private banking, investment portfolios, foreign exchange and credit transactions.³

Rafi Cohen is General Counsel, advising on investment law and commercial matters for investment funds, holding companies and private investment groups.³

Services

Kimfo’s investment services span global financial markets, fixed income, equities, alternative products, private equity and high-tech companies ranging from startups through pre-IPO businesses.⁴

The firm manages investment portfolios in house and works with experienced specialist managers for real estate investments. Its real estate platform provides access to selected investment projects in Israel.⁴⁵

Kimfo also provides opportunities in Israel’s high-tech sector, covering angel and early-stage startups as well as more established companies.⁴

For philanthropic planning, Kimfo monitors charitable activity, connects donations with family legacy goals and identifies available tax benefits.⁴

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client Focus

Kimfo serves a select group of families seeking coordinated support for asset preservation, growth and succession across generations.¹

Approach

Kimfo describes its approach as client-led. Families choose their desired level of engagement and retain control over their assets while Kimfo coordinates with legal, accounting and other professional advisers.¹

The firm states that it operates in investment marketing rather than investment advising under Israel’s 1995 law governing investment advising, investment marketing and portfolio management.⁶

FAQs

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Sources

1. Kimfo Financial Strategies Ltd.
2. Kimfo Financial Strategies Ltd.
3. Kimfo About Us
4. Kimfo Our Services
5. Kimfo Real Estate
6. Kimfo Terms of Use

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.