Levy Heritage Boutique Multifamily Office

Overview

Levy Heritage provides family-office services for global ultra-high-net-worth individuals, particularly from the industrial, retail and high-tech sectors. The firm reports an international network of financial institutions and professional advisers supporting its family-office work.¹

History

Levy Heritage’s 2025 market commentary identifies the firm as operating since 2008. The firm describes its client base as multigenerational, with some families served for more than 30 years.³

Leadership

Founder David Levy brings more than 40 years of international private banking and wealth management experience, including roles at Bank Leumi Latin America and HSBC Private Bank Luxembourg.⁵

Founder Meir Levy has more than 25 years of investment banking and financial advisory experience, including roles at Republic National Bank of New York and Deutsche Bank.⁶

The firm says its team has decades of experience as senior executives at major banks across four continents, with global experience at reputable institutions in New York, London, Luxembourg, Latin America and Israel.⁷

The team brings multidisciplinary expertise in investment banking, research, private equity and wealth management.²

Services

### Wealth clarity

Levy Heritage consolidates financial assets, analyzes holdings, produces customized reports, coordinates financial relationships and assists with institutional compliance requirements.⁸

### Wealth maximization

The firm evaluates investment profiles, analyzes portfolios and risk, recommends asset allocation, executes discretionary mandates and negotiates costs with financial institutions and professional advisers.⁹

### Wealth organization

Its wealth-organization work includes coordinating trusts and succession planning, reviewing bank distribution, assisting with companies and special-purpose vehicles, and evaluating tax and wealth-planning alternatives.¹⁰

What the firm offers

• Tax planning
• Estate planning
• Private and alternative investments
• Cross-border planning

Client focus

Levy Heritage serves global ultra-high-net-worth individuals, particularly from industrial, retail and high-tech sectors. The firm describes its client relationships as multigenerational, with service designed to continue across family lines.¹¹

Approach

Levy Heritage describes its approach as long-term service across generations, prompt care, aligned interests, objectivity, consolidated wealth oversight, a single point of contact and customized concise reporting.¹²

FAQs

Related resources

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Sources

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.