Opal Family Office LTD.

Overview

The firm develops comprehensive financial strategies by considering a family’s financial assets and real assets together. Its service model combines multigenerational planning, access to alternative markets, and daily monitoring.¹

History

Opal Family Office reports that it was established in 2015 to provide family-office services in Israel.¹

Leadership

Yaron Yechezkel is the founder and CEO. The firm says he previously managed a private-banking branch at UBank and held marketing and sales leadership roles at portfolio-management and mutual-fund companies.²

Roe Ben Zrihem is Partner and Vice President, with previous private-banking and wealth-management leadership experience at UBank.²

Dror Kraus is a Partner with approximately 40 years of investment-management experience. He previously founded and led More Investment House.²

Sivan Lavi is COO. She has worked in capital markets and family-office operations since 2004, including organizational-process and client-service roles.²

Tal Dunn and Matan Belilos are members of the Back Office team, supporting operational and client processes.²

Services

Opal Family Office provides investment strategy, asset diversification in Israel and abroad, alternative investments, tax coordination, pension products, and ongoing oversight.¹

The firm also supports intergenerational wealth transfer through wills, inheritance planning, continuing powers of attorney, and marital agreements, working with specialist lawyers.¹

What the firm offers

• Tax planning
• Estate planning
• Private and alternative investments

Client Focus

The firm’s service model is designed for wealthy families and incorporates multigenerational planning, alternative-market access, and daily monitoring.¹

Approach

Opal Family Office describes its approach as objective and aligned with each client’s interests. It presents its services as transparent and free from conflicts of interest.¹

FAQs

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Sources

1. Opal Family Office
2. Opal Family Office team

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.