Raveh Ravid Family Office Ltd.

Overview

Raveh Ravid Family Office provides comprehensive oversight of family assets, coordinating investment, tax, reporting, banking, portfolio management, trustees, and other related needs.¹⁵

The firm supports intergenerational transfers of family businesses and assets, adapting the process to each family’s values and objectives.²

History

Raveh Ravid & Co. states that it has operated in Israel since 1986. It describes Raveh Ravid Family Office as an independently operating entity within its broader range of services.¹¹

The firm states that Itzhak Ravid established the family office with Abir Raveh in 1998 to serve clients of Raveh Ravid & Co.⁷

Timeline

1. 1986states that it has operated in Israel since 1986.
2. 1998The firm states that Itzhak Ravid established the family office with Abir Raveh in 1998 to serve clients of Raveh Ravid & Co.

Leadership

Itzhak Ravid, CPA, and Abir Raveh, CPA, are partners and co-founders.⁷

Vered Ben-David is Partner and CEO. Her responsibilities include overseeing family assets, setting goals, assessing opportunities and risks, monitoring portfolios, and guiding intergenerational transitions.⁸

Ben-David’s biography says she held management roles at Israeli and international banks and investment banks for more than 15 years before leading the family office.¹²

The team also includes Tomer Zipori, Chief Operating Officer; Hagit Ginzburg, Portfolio Manager; Ronit Zaworbach, Partner and Relationship Manager; Daniele Falck Jaoui, Head of Liquid and Traditional Investments; and Mor Ravid Nadler, Legal Counsel.⁹

Services

The firm maps family assets, defines short- and long-term investment strategies, evaluates investment proposals, and monitors implementation of investment policies.³

It prepares regular portfolio reports, including monthly or quarterly reporting based on each family’s needs.⁴

Services also include tax planning, reporting to tax authorities and the Bank of Israel when necessary, and ongoing coordination with bankers, portfolio managers, and trustees.⁵

Raveh Ravid Family Office helps families review and select real estate and other investment opportunities.⁶

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Private and alternative investments

Client Focus

The firm serves high-net-worth individuals and families seeking coordinated management of family assets, investments, reporting, and related professional relationships.¹⁵

Its intergenerational work is designed for families transferring businesses and assets while taking their values and objectives into account.²

Approach

The firm says its work is conducted in full coordination with each family, with meeting frequency determined by the family’s requests or needs.¹⁰

Its process combines asset mapping, investment-policy development, opportunity assessment, portfolio monitoring, regular reporting, and coordination with external professionals.³⁴⁵

FAQs

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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.