Family Offices · Jun 11, 2026, 8:00 AM EDT
From Startup Exit to Family OfficeTwo decades of Israeli technology exits have produced a pipeline that converts company sales into multi-generational family offices on a recognisable…
Capital & Finance · 25 stories · Updated Sep 11, 2026
Family Offices
How Israeli and diaspora family offices invest and organize wealth, and what happens when control passes to the next generation.
Latest in Family Offices
25 stories
Lead storyFamily Offices · Sep 28, 2026, 2:00 AM EDT
Why Jewish Business Families Are Moving to Morocco
Morocco signed a narrower trade deal with Israel in 2022, not a CEPA-style FTA. Defense trade dwarfs civilian commerce, tourism runs on diaspora roots trips, and no Dubai-style relocation wave has followed.
Read →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
Pre
Aliyah Cross-Jurisdictional Restructuring
Topic
Succession Architecture
Family business succession: how Jewish family enterprises hand control to the next generation, from trusts and holding c…
Topic
Family Office Operating Model Decisions
SFO vs. MFO, Onshore vs. Diaspora
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
- Pre-Aliyah Cross-Jurisdictional Restructuring: The Mechanics for UHNW Principals
- The Cross-Border Family-Office Architecture
- Swiss Private Banking Repositioning for the 2026 Aliyah Window
- The Miami Onshore Corridor: South Florida as Cross-Border Family-Office Anchor
- The 2026 Family Office Relocation Cycle
Articles
Page 2 of 3
Family Offices · May 26, 2026, 7:09 AM EDT
The Family Office Banking Map 2026The family office banking map 2026 anchored by five Swiss operators: Pictet, Lombard Odier, J. Safra Sarasin, Edmond de Rothschild, Julius Baer. Insid…
Family Offices · Jun 4, 2026, 8:00 AM EDT
Founder-Led Family Offices: The Named Map of Israel's New Allocator ClassOperator becomes allocator. Twenty-plus offices, named principals, actual portfolios, real dollar figures. Who they are, what they exited, where the m…
Family Offices · Jul 13, 2026, 5:54 AM EDT
Israel's Family Offices Convene in Tel Aviv, October 21Israel's UHNW community meets October 21 for the 17th Tel Aviv Annual Family Office Conference. UBS puts average Israeli personal wealth at $312,108 p…
Family Offices · May 30, 2026, 2:00 AM EDT
The Suttons and the Quiet DynastiesThe Suttons. The Schreibers. The Banayan family. Three communities — Syrian-Jewish Aleppan, Ashkenazi 47th Street, and Mashhadi Persian-Jewish — built…
Family Offices · May 26, 2026, 7:09 AM EDT
Single-Family Office Operating Model DecisionsSingle-family office operating model decisions Q1 2026 center on a structural choice: onshore Israeli SFO architecture vs. offshore diaspora-anchored…
Family Offices · Jun 14, 2026, 8:00 AM EDT
Inside Israeli Single-Family OfficesThe modern Israeli single-family office features principals, CIOs, and investment committees. Its structure and services have evolved over the last de…
Family Offices · Jun 15, 2026, 8:00 AM EDT
How Israeli Family Offices Invest After October 7Two years after October 2023, Israeli family office behavior shows structural shifts. Counter-cyclical venture and defence-tech are key changes.
Family Offices · Jun 20, 2026, 9:00 AM EDT
The Family Offices & DynastiesPritzker, Tisch, Lauder, Bronfman, Reichmann, Wexner, Wertheimer. Multi-generational US Jewish capital — the structures, the assets, the philanthropic…