Family Wealth Advisors (“FWA”) provides wealth management and strategic consulting services exclusively to “Qualified Investors” as defined in the First Addendum to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 5755-1995 (the “Law”). FWA itself does not hold a license for Investment Advice, Investment Marketing, or Portfolio Management and is not supervised by the Israel Securities Authority (ISA).
In accordance with the principle of transparency, clients are advised that FWA may establish strategic relationships or affiliations with various financial institutions, third-party managers, and product providers (“Affiliated Alliances”). Consequently, FWA may, from time to time, recommend or select financial assets and services from such Affiliated Alliances. It is important to emphasize that any such selection is made strictly on the basis of professional merit and our conviction that the specific product represents the optimal solution for the client’s unique needs. The list of such alliances comprises of:
Notwithstanding the aforementioned affiliations, FWA remains fundamentally committed to an “Open Architecture” methodology. Our professional ethos is rooted in providing objective, high-tier financial solutions tailored to the specific needs of our clients.
While we maintain strategic partnerships, we continuously scan the broader market to ensure that the products offered are selected based on rigorous professional criteria and alignment with the client’s strategic objectives. Our goal is to harmonize our Affiliated Alliances with a commitment to market-wide objectivity, ensuring our clients receive optimal solutions without compromising on quality or performance.
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