TAO Family Office

Overview

TAO Family Office describes itself as an independent, full-service multi-family office serving high-net-worth individuals through bespoke commercial, corporate, and personal services. The firm says its team works with integrity, reliability, and objectivity.

Services

TAO coordinates wealth planning, tax planning, liquidity forecasting, asset allocation, intergenerational wealth transfers, and relationships with external advisers. Its broader services include Chief Investment Officer support, banking services, customized structured products, startup investments, real estate, and philanthropy.

The Chief Investment Officer service covers investment-strategy planning, implementation oversight, asset allocation, risk management, manager selection, and integrated reporting. TAO provides consolidated reporting across bank accounts and asset classes, including investment performance, risk, and cash-flow monitoring.

Banking support includes opening Israeli or foreign accounts, preparing documentation, arranging credit lines, and negotiating residential or commercial mortgages.

TAO structures products across equities, fixed income, foreign exchange, commodities, and funds, tailoring them to portfolio allocation, investment horizon, and risk appetite. The firm states that its structured-products team has more than 15 years of banking and capital-markets experience and works with global banks including Morgan Stanley, Citi, HSBC, Barclays, Commerzbank, RBC, JPMorgan, and BNP Paribas.

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client Focus

TAO serves high-net-worth individuals seeking coordinated support across investment oversight, banking, wealth planning, real estate, philanthropy, and related family needs.

Approach

The firm describes its approach as bespoke and coordinated, combining investment oversight, consolidated reporting, external-adviser relationships, and practical support across commercial, corporate, and personal matters.

Real Estate and Philanthropy

TAO’s real-estate services include reviewing ownership structures, arranging finance, identifying investments and joint ventures, coordinating design and development, and monitoring building works against budget.

Its philanthropy support covers selecting charitable vehicles, setting gift criteria, administrative support, legacy planning, and transition preparation. TAO also offers impact-investment access across sustainable agriculture, clean technology, microfinance, water, housing, healthcare, and education, with attention to measurable impact and family policy.

FAQs

Related resources

• LocationMultifamily offices in Tel-Aviv

  This page helps readers compare multi-family office options in Tel Aviv and understand how local providers may serve wealthy families and business owners. It offers regional context for assessing needs such as tax planning, estate planning, insurance, philanthropy, and access to private or alternative investments.

• GuideMultifamily office services

  This overview explains the types of support a multi-family office may coordinate, from financial and tax planning to estate matters, philanthropy, risk management, and investments. A family or business owner can use it to organize priorities before discussing bespoke service needs with TAO Family Office.

• Network siteFamilyOffices.com

  FamilyOffices.com provides broader resources and a community focused on single-family offices and wealthy families. Readers can use it to learn how families structure governance, philanthropy, investment oversight, and succession planning when considering support from an independent multi-family office.

• GuideOutsourced CIO vs multifamily office

  This comparison clarifies how an outsourced CIO differs from a multi-family office in responsibilities, decision-making, and the range of family services provided. It helps an owner decide whether investment oversight alone is sufficient or whether planning, tax, estate, insurance, and philanthropic support also matter.

• Similar firmsMcFaddens & Co
  Goldrock
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  Profiles of McFaddens & Co, Goldrock, and Heritage Family Office give readers additional points of comparison among firms listed on this site. Reviewing their stated services and client focus can help families or business owners frame questions about planning, philanthropy, risk, and private investment support.

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.