Wealth management for families, individuals and companies
“Someone’s sitting in the shade today because someone planted a tree a long time ago”
- Warren Buffett
TWM - TAO Wealth Management Ltd.
About the Company
TWM provides family wealth management services (a family office), tailored to families owning significant wealth, with financial assets requiring diverse management resources. Our office is specialized in creating solutions that are specifically tailored to our clients in order to achieve customized financial goals.
The service by TAO is a comprehensive wealth management service. The process begins by thoroughly understanding our client's needs, wishes and ambitions. We conduct a deep analysis of the existing assets and tailor a comprehensive investment strategy to fulfill the defined goals. We do this with inherent emphasis to continuously mapping and assessing potential risks in order to adapt the current risk level and the particular investments to each client / family unique risk appetite.
We believe in a diverse and balanced spread of investments, in choosing appropriate investment instruments and in working closely and regularly with top-notch investment institutions and experts.
Upon demand, we work closely with all the relevant supporting service providers: the families' accountants, lawyers, account managers or bankers charged with managing the family's affairs, investment managers in Israel and abroad – we act as a CFO for our clients. This role provides tremendous value to our clients, as it results in concentrating and integrating all the relevant service provides to a single accessible interface. Lacking such a service doesn’t only create hassle to the client by forcing him or her to deal with each service provider separately, rather it can also undermine the client's financial stability due to inadequate synchronization and a narrow world view help by each service provider individually.
We work hard to always be able to provide our clients with an accurate picture of their assets, to constantly improve the efficiency in which their investments are managed, to save for them precious time and of course to give them a peace of mind.
TAO means path. We are personally committed to the path we walk with our clients, to provide a professional and reliable service with complete transparency, personal touch, and complete discretion.
“
In the long run, it’s not just how much money you make that will determine
your future prosperity. It’s how much of that money you put to work by saving it and investing it.
- Peter Lync
“
Managing a family's wealth and the intergenerational wealth transfer
For the advisors and confidants that support the family, it is a profession. For the families themselves it is about how they live their lives, their wealth and their happiness. The family's wealth management process and specifically intergenerational wealth transfer must rely on multiple disciplines, as often these sensitive processes are made of the challenging triangle between family, business and wealth.
Global statistics show that most of the family wealth does not last much beyond a single generation. Only a third of businesses and family assets survive the shift from the founders' generation to their children and less of ten percent survive to shift to their grandsons. There are many underlying reasons for this phenomenon, but a recurring motive that stand out is sub-optimal planning and management of the family's wealth.
Planning and management of the family's wealth is the raison d'être of the wealth management professional. His job is to support the family as they manage their wealth in order to pass greater wealth to the next generation. A professional support relies on a thorough understanding of the family's needs, just as it relies on involving experts from multiple disciplines to share ideas and make the most informed decisions. The confidence and peace of mind that comes along knowing the family's wealth is secured over time is a major driver for a family's health, happiness and prosperity.
Company management
Tomer Issakov, founder and CEO
More than 15 years of diverse investment experience in Israel and internationally. Between the years 2011-2016 worked with wealth individuals and families as an advisor and investment manager in the Swiss bank UBS.
Prior to that, Tomer completed a number of positions in the local financial industry. In 2008-2011 Tomer was responsible for premium clients for the prominent investment house IBI. Before that, in 2005-2008 Tomer specialized in investments management for private and institutional clients in Africa Israel Investment House (acquired by Meitav investment house in 2009), Tomer was one of the first members of the team and contributed greatly to its growth in those years.
Tomer holds a BA in economics and management from Haifa University, an MA from Bar Ilan University and an investment advisor license from Israel Securities Authority (on-hold).
Something else: married to Lee, father to three daughters, lives in Tel Aviv, a marathoner and an avid sports fan.
Work Process
Monitoring, auditing and continuous update
We will be in touch with any responsible body managing the family's assets. The assets, may they be investments in Israel or abroad, local or foreign funds, managed by an external or family banker, will be monitored and audited by us continuously while analyzing the risks and assessing the family's investment policy.
Implementation
Upon your approval, we will begin working and implementing the decisions taken. When needed we will work together with the best investment bodies and leading legal and financial experts available –all interactions will be facilitated and supported by TAO. We will work for you in order reach the set targets and maintain your financial interests.
Presenting the financial plan
During the presentation we will discuss appropriate strategies, investment tools, products and services. We will take decisions and conclude the terms of the work between us.
Setting goals and targets
We will collect from you all the information needed in order to map your current assets. We will discuss the goals and the family's needs for the short term, the intermediate and the long term. This stage is the foundation for building a work plan to reaching those goals. The plan will include the overarching investment strategy (asset allocation) and a subsequent breakdown to goals and targets.
Introductory meeting
Initially, we will meet in order for us to learn more about each other. The ability to know and truly understand each one of our customers means understanding not only their financial targets; rather it means understanding who they are as people and what are their most cherished values that drive them.
Schedule a meeting or learn more:
נייד: 972-54-8002183 | משרד: 09-8877960 | מייל: office@tao-wm.com | כתובת: מדינת היהודים 89 בניין E הרצליה פיתוח