Lighthouse Financial Solutions specializes in the provision of Family Office services to financially wealthy families and high net worth individuals. Our services include personal consulting customized to the structure and objectives of the overall private and familial capital.
Lighthouse Financial Solutions was established on the basis of our vast experience related to Customer Asset Management on a large scale in the local and global markets.
We operate on behalf of the customer, in complete transparency, and are fully committed to confidentiality and discretion, while ensuring information security.
The assets management is conducted through financial institutes and banks selected by the customer.
We consult on investment portfolios and integrate external portfolio managers in Israel and abroad, define a policy and risk levels for them and maintain close control over their activities.
Alongside the advisory activities and portfolio management, we utilize a broad range of investment solutions in the portfolios, including mutual fund, hedge funds, real and
alternative products which were examined by us and were found suitable for integration in order to increase returns and risk distribution.
In addition, we handle a broad range of additional services such as: international taxation, credit, trusts, estate planning and retirement consulting, in collaboration with prominent offices in those fields.
The Company operates under an Investments Marketing License from the Israel Securities Authority (ISA),
Personal monthly meetings in our offices or anywhere else chosen by the customer, telephone conversations as needed.
Issuing monthly reports which specify the status of the customer’s assets, the performances and the portfolio’s risk levels.