Taking care of what's important to you

Family Office

Maintaining and increasing the family wealth and passing it on to the next generation are not just a matter of investment management. There are other aspects to be considered, which affect the decisions to be made. The Family Office services provided by Pioneer allow the families access to leading experts in their fields, and integration of all assets. In addition to managing investments, we work shoulder-to-shoulder with these experts, to plan, build and tailor the services to the family's needs.

Among Pioneer's Family Office services:

  • Planning and establishing an investment policy
  • Investment portfolio management – analysis of the current situation, risk management, supervision and control of investments, yields and costs
  • Reduction of fees and costs charged by investment houses and banks
  • Access to selected alternative investments
  • Detailed holistic reports on all investments – financial and assets
  • Mortgage planning
  • Collaboration with leading experts in related fields, such as tax planning, next generation transfer – wills and inheritances, trusts and legal planning and structuring, retirement planning and insurance

For our North & Latin America clients we offer these services via our RIA – Pioneer Family Office, LLC – based in Miami, Florida. 


For more information, please free to contact us or leave your details at the form below.

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Telephone: +972-9-961-1300
Email: info@piowealth.com

Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel

© Copyright 2021  Pioneeer Wealth Management | All Rights Reserved.

Dear Clients,

During these difficult days for all of us, we wanted to update you and reassure you regarding your investments.

Our office remains functioning and we are available to answer any questions you may have at any time. Portfolios are being monitored and managed throughout this period. We will provide more comprehensive updates regarding investment portfolios in the coming days and weeks. 

The Pioneer family wishes a full and speedy recovery to all the wounded.

We send our condolences to the families who have lost their loved ones.

Praying for the safe return of all security forces and civilians and for peaceful days to come.

From the Pioneer Wealth Management Family