Fidelis Family Office

Fidelis Family Office

Financial-Services

Industry Category
Financial-Services
Company Description

Fidelis Family Office is a leading financial services firm dedicated to providing comprehensive wealth management and family office services. Located at Sea View Building A, 2 HaMenofim St., Herzliya Pituach, IL, and Rue des Noirettes 40, Genève 73, 1211, CH, Fidelis Family Office specializes in strategic asset allocation, meticulous manager selection, thorough fee reviews, and consolidated reporting.

Fidelis Family Office offers personalized financial advisory services and rigorous portfolio monitoring, ensuring that families and individuals receive tailored solutions to meet their unique financial goals. Since its founding in 2010, Fidelis Family Office has been committed to delivering exceptional service and fostering long-term financial success for its clients.

The team at Fidelis Family Office is dedicated to providing expert guidance and support, helping clients navigate the complexities of wealth management with confidence. We invite the manager of Fidelis Family Office to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Michal Rubin Keren Attali Eran Goren Gad Haker Lilach A. (Financial Operations) Ronit Moher (Office Manager at Fidelis Family Office)

Similar Companies

Other organizations in the same industry

McGuire Financial Inc
Financial-Services

Create a significant & positive impact on the financial success & everyday quality of life for famil...

Edmonton, Alberta
Canada
CGA MATAM
Financial-Services
Conakry, Conakry
BTH HOLDING
Financial-Services
Aspire Wealth Management Ireland
Financial-Services

Financial Planners and Wealth Management For Business Owners and Senior Executives

Stillorgan, Dublin

Alternative Company Names

This company is also known as

Fidelis Family Office 富达家族办公室 फिडेलिस फैमिली ऑफिस مكتب فيديليس للعائلة Фиделис Семейный Офис