The Olam

Family Offices

How Israeli and diaspora family offices invest and organize wealth, and what happens when control passes to the next generation.

30 storiesUpdated Sep 11, 2026

Latest in Family Offices

30 stories
Israeli Family Offices in 2026: The Olam GuideLead story
Family Offices · Jun 10, 2026

Israeli Family Offices in 2026: The Olam Guide

The Olam guide to Israeli family offices in 2026 covers dynasties and structuring patterns. It details banking architecture and the Citation Share Index.

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The family-office layer connecting Israel and the diaspora is operating in active reorganization.

The 2026 aliyah tax reform pulls UHNW principals and their structures toward Israeli tax residency. The 10-year foreign-source exemption preserves offshore positions for a decade after arrival. The new worldwide disclosure regime, in force from January 1, 2026, removes the reporting privacy that prior cohorts enjoyed.

Read the full Family Offices briefing

The architecture is global by design. Wealth is typically held across multiple jurisdictions: Israel for residence and operating businesses; Switzerland and Liechtenstein for banking and trust structures; the United States or United Kingdom for investment vehicles; the Caribbean for select holding companies. The private banking stack is correspondingly cross-border. Pictet, Lombard Odier, J. Safra Sarasin, Edmond de Rothschild, and Julius Baer operate dedicated Israel and Jewish-wealth desks from Geneva and Zurich. Bank Leumi private banking, Mizrahi-Tefahot, and Discount serve the domestic side.

Succession is the ongoing variable. The first generation of Israeli post-1948 wealth is transitioning to second and third generations, often spread across continents. Diaspora UHNW families face the same problem in reverse.

Philanthropy completes the picture. Federations, the Jewish Agency, JNF, and a long list of named foundations sit alongside or inside family-office structures.

Topics

Deeper coverage tracks inside Family Offices

Topic
Single-Family Offices

Inside the private offices managing one family's wealth, from hiring investment teams to deciding who controls the money…

Topic
Succession Architecture

Family business succession: how Jewish family enterprises hand control to the next generation, from trusts and holding c…

Topic
Philanthropic Infrastructure

Jewish family offices organize charitable giving through foundations and funds, with governance decisions determining ho…

Reference and analysis

Long-form reference entries in Family Offices

Articles

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Why Family Offices Now Run Israel
Family Offices · Jun 12, 2026
Why Family Offices Now Run Israel

Five reasons Israeli family offices matter more to the economy than at any point in the past two decades. Public market shrinkage, geopolitical resili…

Miami: The Cross-Border Family Office Anchor
Family Offices · Mar 3, 2026
Miami: The Cross-Border Family Office Anchor

Miami is the onshore corridor for cross-border family offices serving the Israel-Americas axis. Its institutional architecture anchors the corridor th…

Mapping Jewish Capital 2026
Family Offices · Jun 10, 2026
Mapping Jewish Capital 2026

52 Israeli billionaires hold $308B, up 24% YoY. The institutional map of Jewish capital in 2026 includes American and post-Soviet wealth.