WHO WE ARE
We are an Israeli based independent Investment and Consulting firm, who delivers holistic Wealth management and Financial Solutions to its owners and clients – wealthy individuals and their families.
Our Multi-Family Office service surrounds our clients with full support in all their needs in Israel.
WHAT WE DO
Our internationally experienced, flexible and focused team of professionals helps our clients to reach efficient integration in Israeli business and financial ecosystem.
We preserve our clients’ wealth and then help grow it, by providing exclusive access to high quality investment opportunities, handpicked by our team for members of SmartGen Circle.
500 m NIS
Have been entrusted to us for relocation of capital to Israel
>300 families
Became our clients
9 out of 10
Clients become loyal long term partners
OUR TEAM
We are proud of our diverse employee team, bringing professionalism, mutual respect, shared values and a common goal of achieving the best possible results to the company.
АННА БАРЕКЕТ
Head of Wealth
ПАВЕЛ ОЙГМАН
АНДРЕЙ ВИНОГРАДОВ
Senior Financial Manager
АЛЛА ЛИПКИН
Head of Administration
ИНЕССА НЕЙМАН
Senior Relationship Manager
ДАРЬЯ ВАСИЛЬЧЕНКО
Senior Relationship Manager
АНАСТАСИЯ МАГАЗАНИК
Senior Relationship Manager
ЕЛЕНА ЧАЙКОВСКАЯ
Senior Relationship Manager
АЛЕКСЕЙ СОБИН
Head of Partnership Programs
ПОЛИНА ЛЕБЕДЕВА
Media Coordinator
ПОЛИНА НИКОНОВ
Head of Networking
ЕВГЕНИЯ СТОЛЯР
Chief Accountant
We focus on what we have expertise in.
For the rest – we partner with the best.
OUR ECOSYSTEM
Partnership is our approach to doing business.
Long-term, trusted relationships with top-tier partners who share our values and commit to our common success.
We cooperate with institutions and corporates who believe, like us, that that business collaborations can help resolve social challenges in Israel. These values have been fundamental to our success from the very beginning; as we grow, they will only become more important.
BEST IN PRACTICE LAW FIRMS
BIG FOUR ACCOUNTANTS AND TAX ADVISORS
PRIVATE BANKS, BROKERS AND FINTECH PLATFORMS
LEADING INVESTMENT HOUSES AND ASSET MANAGERS
REAL ESTATE COMPANIES AND AGENTS
TOP-TIER PRIVATE EQUITY AND VENTURE CAPITAL FUNDS
LIFESTYLE MANAGEMENT AND CONCIERGE FIRMS
OUR SOLUTIONS
Часто задаваемые вопросы
Test Your Knowledge:
Unveiling Truths and Myths about Israel's Banking System
OUR VALUES
Professionalism
We focus on what we have expertise in. For the rest – we partner with the best.
We engage only in friendly transactions and work with talented management teams to achieve positive results for our ecosystem participants.
SMARTGEN CIRCLE
Our clients become our partners and join SmartGen Circle.
СМИ О НАС
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