Lucid Investments

Overview

Lucid Investments helps clients coordinate wealth structures, investments, and financial decisions across institutions, asset classes, and jurisdictions. The firm works with families, entrepreneurs, trustees, and private companies, including clients with complex holdings and international financial arrangements.²

History

Lucid Investments was founded by Karen Schwok, who previously served as CEO of Banque Pictet & Cie SA’s Israel operation. She brings more than 23 years of experience advising on global markets, credit strategies, risk management, reporting, and financial planning.¹

Leadership

Karen Schwok is Lucid Investments’ Founder and CEO. The firm identifies her as licensed by the Israel Securities Authority as a portfolio manager since 2004, with license number 6337.³

Lucid’s leadership and oversight team also includes advisory-board members and independent investment advisers Miri Ben Yehoshua, Danny Fishman, Gabriel Grego, and Giora Zarenchansky, whose perspectives cover credit, risk, investment, and governance.³

Services

Lucid provides full-scope financial planning, cash-flow and liquidity management, risk management, tax-aware investment planning, post-exit and RSU guidance, and support with global banking relationships.¹

Its family-office services include coordinating banks, portfolio managers, legal advisers, and tax advisers while helping clients maintain long-term alignment across their financial arrangements.²

The firm says it designs multi-custodian structures spanning Switzerland, Luxembourg, and the United States. Custody remains separate from advice, while clients retain ownership and control of their assets.²

What the firm offers

• Financial planning
• Tax planning
• Trust and fiduciary
• Risk and insurance
• Cross-border planning

Client Focus

Lucid works with families holding complex asset structures, entrepreneurs before or after an exit, executives and employees with RSUs, and global families with assets in Israel and abroad. It serves a limited number of families to maintain senior-level involvement, discretion, governance, alignment, and accountability.²

Approach

Lucid states that it provides investment advice independently of banks and financial institutions, charges a straightforward advisory fee, and receives no sales commissions or third-party compensation for recommendations.¹

Its investment process combines global asset allocation, fundamental research, ongoing monitoring, disciplined risk management, and long-term portfolio construction. The firm says its philosophy brings together Swiss wealth-management standards, global-market expertise, transparency, multi-generational planning, and solutions tailored to each family or entrepreneur.¹

FAQs

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Sources

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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.