Israel's Family Offices Convene in Tel Aviv, October 21

Israel's UHNW community meets October 21 for the 17th Tel Aviv Annual Family Office Conference. UBS puts average Israeli personal wealth at $312,108 per adult; Henley counts 22,600 millionaires in the Tel Aviv–Herzliya corridor alone. This is the market DC Finance convenes.
Israel's ultra-high-net-worth community gathers on October 21 for the 17th Tel Aviv Annual Family Office & Wealth Management Conference — DC Finance's flagship convening of principals and single-family-office executives, running since 2008.
The one-day program covers estate planning, philanthropy, art as an asset class, next-generation transition, technology and innovation, and wealth management. Framing is practical, not thematic — sessions built for principals and their CIOs.
The Market Behind the Room
Israel is a bigger private-wealth story than its 9.8 million population would suggest. Per UBS's 2026 Global Wealth Report, average personal wealth reached $312,108 per adult at end-2025, up nearly 10% year-over-year, with ~8,800 new millionaires minted in a single year — placing Israel 18th globally.
Henley & Partners and New World Wealth put the Tel Aviv-Herzliya corridor alone at 22,600 millionaires, 76 centi-millionaires ($100M+), and nine billionaires. Forbes counts 39 Israeli billionaires in its 2025 ranking — 6.7 billionaires per million residents, one of the highest per-capita rates in the world.
Aggregate Israeli private wealth sits at roughly $791 billion across ~186,000 millionaires, per UBS. That is the addressable market this room speaks to.
The wealth is not standing still. Henley documented ~1,700 millionaires leaving Israel in 2024 — war, tax, and lifestyle-driven — while inflows from aliyah and tech liquidity events replaced much of the outflow. The result is a more mobile, more cross-jurisdictional Israeli family-office base than existed five years ago.
Leviev and Strauss: The Generational Handoff, Live
Ruthy Leviev-Yelizrov, second generation of the Lev Leviev family and former CEO of the Malls Division at Africa Israel, speaks alongside Nava Michael-Tsabari, PhD, third-generation Strauss family member and founder of the Raya Strauss Center for Family Business Research at Tel Aviv University. Two generational-transition case studies — one operational, one academic — in the same room.
The Money Managers
- Gilad Altshuler — owner and joint CEO, Altshuler Shaham Investment House.
- Avner Stepak — shareholder and former CEO, Meitav Investment House.
- Eldad Tamir — chairman, Tamir Fishman; founder and CEO, FINQ.
- Amir Ayal, CPA — chairman, Infinity-Ayalim Group.
The Security File: Hulata and Ben Hanan
Every Israeli family office now runs a security file in parallel to its investment book. Dr. Eyal Hulata, former head of Israel's National Security Council, and Shalom Ben Hanan, former division head at the Israel Security Agency (Shin Bet), speak to the sovereign, jurisdictional, and personal-security overlay principals now price into allocation.
Longevity, Reputation, and the SFO Bench
Prof. Tzipi Strauss, chair and founder of the Longevity Center at Sheba Medical Center, brings the longevity thesis to a room where 30-year planning horizons are not academic. Ori Levanon, VP business development and general counsel at Aurec Capital, represents the single-family-office bench. Lirone Glikman, CEO of The Human Factor, closes on reputation management for principals.
The Details
- Date: October 21, 2026
- Venue: The David Kempinski, 51 HaYarkon Street, Tel Aviv
- Host: DC Finance
- Registration: israelwealth.com

