חזי שוורץ פמילי אופיס
HS family office Hezi Schwartz family office
Welcome. You're home
welcome
The home where we care for your investments in a smart and responsible manner, just like we care for our family
During our ongoing collaboration,
We remain committed to our ever-important values
Results, every step of the way
We strive to generate optimal returns for every given risk level, even under dynamic market conditions and over time. Meticulous planning, creative customization of investment portfolios/methods, and the identification of excellent managers and products will ensure exceptional results, over time
Excellent
service
We’re here for you! We provide high levels of availability, multiple communication methods, organized, periodic reports, and designate a small number of clients to each Customer Relations Manager. This enables us to quickly respond to any question you may have and make time to plan for things that are truly important
We are an independent entity working with a wide variety of products chosen carefully after performing deep and ongoing research. We prepare clear and detailed investment plans, provide explanations, and make comprehensive information about varied investment products accessible, to enable proper diversification, risk management, and an in-depth understanding of our clients and their needs
Transparency & independence
Professionalism
& experience
Periodic, ongoing reporting, supervision of processes, and proactive updating
Proper planning for the next generation, inter-generational inheritances of assets, and maximization of tax benefits
Identification, customization, and monitoring of excellent investment products and management
Provident funds/Amendment 190 to the Income Tax Ordinance/IRA savings policies/provident funds for investment purposes
Formulating a comprehensive family investment and risk management plan.
Presentation and management of alternative investments, for suitable clients
