Our goal is to preserve and increase the value of your assets for you and your next generations and ensure that you maintain control over your wealth and assets.
We use our financial acumen to create suitable structures to better manage and increase the value of your assets by delivering the highest level of professional service to a select group of families.
Your family is unique which is why we create programs tailored to your specific needs and goals. We identify long term decisions that require attention.
Tax planning is an important element in any financial plan and is applicable to almost everybody. However, it means different things to each person and family.
In implementing a tax plan, we aim to mitigate the impact of various applicable taxes either by avoiding exposure to a certain tax or by planning the timing of a tax liability.
We manage our clients’ investment portfolio in house, except for real estate investments, where we work in conjunction with reputable and experienced managers in the field. We invest in a wide range of financial vehicles traded in financial markets worldwide.
We ensure that the risk level of each portfolio reflects the specific risk tolerance level and investment horizon of each investor.
Studies have proven that asset allocation is accountable for more than 90% of a portfolio’s performance.
As investors’ requirements change and market conditions vary – asset allocation needs to be adjusted.
Therefore we attribute significant importance to our dynamic asset allocation management which pulls together all the applicable services to our client.
Exposure to various risks is inevitable in the uncertain and volatile environment in which we operate. The first stage in devising a risk management plan is to identify the specific risks which could impact the assets.
In many cases, the cost of completely avoiding a specific risk is prohibitive. Therefore, our goal is to manage the risks in order to mitigate their impact.
The constantly increasing level of volatility in global markets requires families with significant assets to place a high priority on the task of wealth preservation.
We provide our clients with a wide range of plans and tools to achieve wealth preservation including: Dynamic asset allocation. Tax planning, asset protection. Diversifying investments into. different global markets. Investing in alternative vehicles.
We are on your family’s side and no one else‘s
We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make.
SPARTA FOV is an independent advisory company
We have no financial interest in selling your products, meaning there is no hidden agendas or conflict of interest. We are put our client’s interests first, ahead of our own.
Discretion, Trust, Transparency
Always remain in control of your assets. You set the level of engagement, and determine whether we continue working with your legal and accounting team, or engage our professional advisors.
Our personal connections provide access to a wide range of financial institutions, which specialize in high net worth private banking services. We enable access to unique global investment funds that offer attractive investment opportunities.
CEO & Managing Director
Comming from the risk management field, varying from principal investments to investment banking and is responsible for both its operations and investment activities.
Has 15 years experience, responsible for transactions in relation to principal investment, strategic development initiatives, including forming cooperation with international partners.
Leading the operational and technological aspects of all analysis and transactions. involved in aspects of analyzing incoming investment opportunities, due diligence and ongoing monitoring of clients.
Brings 12 years of management experience in various industries including hi-tech to the management team. Previously over ten years of experience working with international financial institutions and banks.
See the answers to some frequently asked questions below
A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities. By hiring a dedicated team of individuals, a family ensures that only their agenda is driving all of the activities.
The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services.
Discretionary management typically means that your advisor is authorized to act on your behalf regarding the execution of your wealth management mandate. Your advisor has the authority to make decisions regarding your investments, financial planning and wealth planning.
There is no need for you to change banks. As your advocate, we work with each of your service providers to be sure they are working toward your best interests. Through consolidated reporting, we review transactions, confirm pricing, review commissions, identify errors and see that what you agreed to pay is what you are being charged.
There is no need for you to leave your current financial service providers. Our mission is to enhance and optimize your wealth management by helping you to build your wealth enterprise. We understand that, at your level of wealth, you need a multitude of financial services providers, and that you find value in those relationships. We work with your financial services providers to make sure the services they are providing are in your best interests, and are priced appropriately.
SPARTA FOV provides Family Office and Wealth Management services to high net worth individuals, families, trustees as well as private companies. Over the last 20 years, we have accumulated an important track record in providing professional investment advice to our clients.
SPARTA FOV is a well-known and respected fund in Israel. The reputation of the company and its principals attracts deal flow from industry executives and company shareholders affording us the unique opportunity to cherry-pick suitable investments, and create strong relationships with our clients.
We share an investment philosophy that aligns our interests with those of our partners and together we further expand the potential of our portfolio companies.
SPARTA FOV is a global company and is supported by a network of business partners around the world.
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Tel Aviv-Yafo, Israel