- Warren Buffett“Predicting rain doesn’t count,
building the ark does.”“Predicting rain doesn’t count, building the ark does.”
With over 25 years of experience, Trust Wealth Management provides personalized family office services, ensuring strategic growth and lasting financial security.
Who we are
With over two decades of expertise, Trust Wealth Management is one of Israel’s leading firms in Family Office services. We provide a seamless, personalized approach tailored to our clients’ unique financial goals, ensuring strategic wealth growth and preservation. Our bespoke solutions are built on trust, transparency, and innovation, guiding clients toward long-term success. As a licensed investment marketing firm, regulated by the Israel Securities Authority (ISA – the Israeli SEC), we operate under strict compliance standards, reinforcing our commitment to integrity and professionalism. As one of the few firms with a dedicated professional investment committee, we offer expert guidance, staying at the forefront of financial excellence and wealth management strategies.
Empowering your financial future with trusted expertise and tailored solutions
Photo by Shane Rounce on Unsplash
Services
Investment & Wealth Strategy
Creating custom investment plans focused on smart asset allocation, performance analysis, and long-term growth management.
Tax, Legal & Trusts
Working in collaboration with experienced legal and tax professionals, we help structure tax-efficient plans, manage trusts and financial entities, and provide clients with access to qualified legal guidance and estate planning solutions tailored to their specific needs.
Next-Generation Wealth Planning
Preparing heirs for smart wealth management and smooth generational transfer.
Philanthropy & Risk Strategy
Guiding charitable giving and insurance planning to protect wealth and reduce risk.
Pension Analysis & Taxation
Comprehensive pension analysis, including tax implications, to optimize retirement benefits and ensure financial security.
Comprehensive Financial Planning
As a CFP-licensed firm, we create tailored financial plans that align with client goals, optimizing budgeting, retirement planning, taxation, insurance, asset protection, and wealth transfer.
Yifat Igler
As the founder and CEO of Trust Family Office, Yifat leads the firm in delivering highly personalized services, including investment management, financial planning, and guiding families through intergenerational wealth transfer. In her free time, Yifat enjoys family ski vacations and exploring her favorite city in the world — Paris.
A personal сommitment to your family’s legacy
Every family has its own story — its aspirations, challenges, and vision for the future. That’s why we take the time to truly understand who you are — not just your financial objectives, but your long-term goals, legacy, and what truly matters to you.
Whether it’s planning your children’s inheritance, ensuring financial security for aging parents, or designing a multigenerational wealth strategy, we are here with thoughtful guidance, utmost discretion, and deep personal commitment.
At Trust Wealth Management, our role extends far beyond financial planning. We serve as your trusted, long-term partner — walking beside you through life’s transitions with clarity, empathy, and integrity.
Our mission is to turn financial complexity into lasting peace of mind.
Because at the heart of every wealth plan, there is a family, and nothing matters more.
Take control
of your financial
future with us!
Trust Wealth Management Ltd.
14 Shenkar St.
Herzliya, Israel