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Pioneer Private Wealth Planning
Multifamily office listing in Herzliya Pituach, Israel.
- SEC-registered
- Founded 1986
- Regulatory AUM
- $0 million
- Employees
- 5
- Founded
- 1986
- Published minimum
- $1,000,000
Independent wealth management firm providing holistic planning, family office support, and investment services to affluent families worldwide.
Overview
Pioneer Wealth Management describes itself as an independent private company established in 1986. The firm offers holistic financial planning, wealth management, and family office services.1
History
Pioneer Wealth Management states that it was established in 1986.1
Leadership
Dafna Gonen is listed as Director and CEO of Pioneer Wealth Management Group. Mike Ellis is listed as Chief Investment Officer.1
Services
The firm lists portfolio management, family office support, alternative investments, and responsible investments among its services. It also coordinates strategic alliances involving tax, legal, accounting, trust, and corporate matters.1
Pioneer Administrative Services Ltd. is registered with the U.S. Securities and Exchange Commission as an investment adviser. PASL provides discretionary and non-discretionary advisory services, including asset-allocation analysis, portfolio monitoring, and the selection of securities and fund managers.2
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Administration and bill pay
- Private and alternative investments
Client Focus
Pioneer Wealth Management says it serves affluent clients, as well as high-net-worth and ultra-high-net-worth families worldwide.1
Approach
The firm presents its work as a holistic model that combines financial planning, wealth management, family office support, investment services, and coordination with specialist advisers.1
Assets and Minimums
PASL states that its discretionary advisory service generally requires a minimum account value of $1,000,000. The firm says accounts are monitored at least quarterly. PASL reports a typical annualized advisory fee of 1.00% of managed account assets, payable quarterly in arrears.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2018 | $417 million | $242 million | $176 million |
| 2019 | $379 million | $184 million | $195 million |
| 2020 | $45 million | $45 million | $0 |
| 2021 | $5 million | $5 million | $0 |
| 2022 | $2 million | $2 million | $0 |
| 2023 | $1 million | $1 million | $0 |
| 2025 | $214,799 | $214,799 | $0 |
| 2026 | $104,581 | $104,581 | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $3 million |
| 2019 | $2 million |
| 2020 | $2 million |
| 2021 | $753,809 |
| 2022 | $580,319 |
| 2023 | $439,128 |
| 2025 | $214,799 |
| 2026 | $104,581 |
| Year | Employees |
|---|---|
| 2018 | 16 |
| 2019 | 16 |
| 2020 | 5 |
| 2021 | 5 |
| 2022 | 5 |
| 2023 | 5 |
| 2025 | 5 |
| 2026 | 5 |
FAQs
What does Pioneer Wealth Management do?
Pioneer Wealth Management provides financial planning, wealth management, family office support, portfolio management, alternative investment, and responsible investment services.1
Who does Pioneer Wealth Management serve?
The firm says it serves affluent clients and high-net-worth and ultra-high-net-worth families worldwide.1
Is Pioneer Administrative Services Ltd. registered with the SEC?
Yes. Pioneer Administrative Services Ltd. is registered with the U.S. Securities and Exchange Commission as an investment adviser.2
Related resources
- LocationMultifamily offices in Israel
This page helps families compare wealth management options serving clients connected to Israel and international markets. It may help a reader assess how Pioneer Wealth Management's investment management, financial planning, tax planning, and family office support could fit cross-border family needs.
- GuideMultifamily office services
Use this overview to understand the practical work a multifamily office may handle, including investment oversight, tax planning, administration, and bill pay. It gives a business owner a framework for discussing which services Pioneer Wealth Management could coordinate for family finances and private investments.
- 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. A family considering Pioneer Wealth Management can use it to weigh privacy, staffing, governance, technology, and cost considerations alongside the firm's planning, administration, and investment services.
- DataMFO registration status data
Registration status information gives readers a way to check how firms are listed and what public details may be available. For someone reviewing Pioneer Wealth Management, this page can support basic due diligence before discussing investment management, tax planning, administration, or alternative investments.
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Heritage Family OfficeProfiles of McFaddens & Co, Goldrock, and Heritage Family Office provide additional points of comparison on this site. A family or business owner can review their stated services, client focus, and geographic orientation while considering which type of advisory relationship fits their planning, administration, and investment needs.
Sources
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.
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