As part of the distribution of risk and obtaining surplus yield, we believe that a part of the client’s investment portfolio should be distributed between financial elements directly linked to the capital market, as well as real and alternative products with low correlation or no correlation to the capital market.

These investments enable investors reaching consistent yield, which is generally characterized by low risk over a long period in this part of the investment portfolio. The investments are screened in a well-structured process and approved by Lighthouse’s internal audit committee. As part of the investment review process, visits to overseas relevant locations and meetings with investments managers take place.

Lighthouse offers its clients investment in various segments: companies in the real estate sector and its derivatives, infrastructures, consumer credit, pharma, insurance and private equity. Our clients benefit from the option to participate in investment in private companies, private issues of existing public companies or prior to their IPO and issue for trade.

We perceive investment in the alternative assets, distributed into segments, geography and currency as an important tool for reducing the overall risk profile of the portfolio.

A unique service provided through one of the leading law and accounting firms in these sectors, which provide consulting and support on Israeli and international taxation aspects.

Close interaction with Israeli and international accountants with regards to reports and declarations of capital.

Consulting and support vs. banks in providing credit for assets acquisition and other transactions in Israel and abroad.

Transferring the family’s assets from one generation to the next – it is extremely important to plan the transfer of the family’s capital from one generation to the next. The solution found in the law (lawful inheritance) does not meet the special needs of every family, and the proper way to handle this issue is by drafting a Will, and when needed, to also establish trusts for this purpose.
This service is provided by leading law firms.

Pension savings has vast financial significance on the one hand, while being highly complex on the other. This fact is true for every person, at any income level, but certainly has a tremendous financial significance for high-income executives. We offer this service through an authorized licensed pension consultant, granted by the Ministry of Finance (impartial independent consultant), who has vast knowledge and experience in these fields.

Personal financial management customized to the customer’s needs and to the family’s wealth structure. Defining a comprehensive investment policy, assets allocation and selecting external asset managers, including investment funds and real assets.

Daily monitoring and control over portfolio managers – implementation of the investment policy, meeting return objectives, ongoing review of asset portfolio return activities, exceptional investments and risk monitoring, comparison of costs and fees in the managed investment portfolios

Ongoing work with banks and financial institutions in Israel and abroad – daily review of transactions in bank accounts, checking balances, monitoring cash flow. Conducting phone communications and meetings with consultants and customer relations managers

Hedge Funds and alternative investments – selecting hedge funds, monitoring and control of performance, quarterly meetings with hedge fund investment managers, sale recommendations when required.

Providing updated reports on all the customer’s assets on a monthly basis Control and risk management of the customer’s assets