The Olam

Family Offices

The Israel-and-diaspora family-office architecture — single- and multi-family offices, cross-jurisdictional structuring, succession, the private banking stack, philanthropic infrastructure.

31 storiesUpdated Aug 14, 2026

Latest in Family Offices

31 stories
The Israeli BillionairesLead story
Family Offices · Jun 12, 2026

The Israeli Billionaires

52 names. $308 billion. The Forbes 2026 list of Israeli billionaires, mapped by sector, generation, and how the wealth was built.

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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.

Reference and analysis

Long-form reference entries in Family Offices

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The Israeli Billionaires
Family Offices · Jun 12, 2026
The Israeli Billionaires

52 names. $308 billion. The Forbes 2026 list of Israeli billionaires, mapped by sector, generation, and how the wealth was built.

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

Miami's position as the onshore corridor for cross-border family offices serving the Israel-Americas axis has matured substantially. Inside the instit…

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

52 Israeli billionaires, $308B combined, up 24% YoY. The American stack — hedge funds, PE, family offices — runs several multiples larger. Plus the po…

From Startup Exit to Family Office
Family Offices · Jun 11, 2026
From Startup Exit to Family Office

Two decades of Israeli technology exits have produced a pipeline that converts company sales into multi-generational family offices on a recognisable…