The Family Offices Global

Last Tuesday, The Family Offices Global hosted an incredible Holiday Party in NYC at Core Club, having over 50 of our dear clients, friends, and our latest partners - Morgan Stanley Wealth Management, Axiom Capital Management and Altar Rock in attendance. We are thrilled to have such a thriving community of like-minded investors and wealth creators, and wishing you all very happy holidays!

We look forward to our December US East-Coast roadshow with Crescendo Venture Partners to present a distinctive investment opportunity within Israel's tech sector. With a target size of $100 million, Fund II focuses on high-quality Seed II stage B2B software startups in cybersecurity, digital health, fintech, and enterprise infrastructure. The team brings over 70 years of combined experience, led by seasoned General Partners Dr. Yuval Avni, Zvi Schechter, and Tal Mizrahi, who spun out of Giza VC, one of Israel’s leading venture capital firms, with a solid history of navigating volatile markets and delivering top-quartile returns for investors. Contact us to learn more! riley@thefamilyofficesglobal.com

We are thrilled to feature our long-time friend & special guest - Jennifer Wines, JD, CPWA®, best-selling author of INVISIBLE WEALTH, this Thursday evening at our Young Leadership Council dinner of The Family Offices Global, To network and openly discuss some of these topics: * Redefining Wealth for the Future: The Power is in Your Hands * Preparing for the Great Wealth Transfer: Unlocking New Opportunities * Value Plus Values: A Transformative Approach to Wealth * The Power of Community and Collaboration: Shaping the Future Together

The Family Offices Global is excited to launch its quarterly Young Leadership Circle* series of events in NYC, with our first meetup on Thursday, November 14th, from 6.00 to 8.00 pm. This forum is aimed to bring together the next-gen members of single-family offices, providing a collaborative environment for our network to meet with like-minded peers, discover unique new investment and business opportunities, and learn from thought leaders and subject-matter experts from diverse fields. Our programming offers a safe space for our members to openly connect with their peers on their topics of interest, discuss their unique journey of wealth & legacy preservation, and explore new investments and impactful philanthropy while sharing and learning from each other. *Millenials and Gen-Z - family office members, or CIOs and principals. Please request your RSVP: riley@thefamilyofficesglobal.com

One Year Later: The Israeli Tradition of Resilience "The country’s ability to innovate in response to challenges is the cornerstone of Israel’s success!" Great article by Seth Spergel and Shay M., Managing Partners at Merlin Ventures:    https://lnkd.in/eyaQ2d5K

We look forward to our October US East-Coast Roadshow with Merlin Ventures, Israel’s top cyber VC focused on early-stage investments. Contact us to learn more: riley@thefamilyofficesglobal.com

We are delighted to host our upcoming NYC family offices and institutional allocators' roundtable presentation this Friday, September 13th, with the leading partners of NevaTeam Partners: Shai Levy and Nadav Peres (נדב פרס). NevaTeam Partners is an Agri-Food Tech VC with world-class knowledge and expertise that specializes in identifying and investing in cutting-edge companies and technologies, contributing to the streamlining and increase in world food production in a sustainable way. Contact us to learn more! riley@thefamilyofficesglobal.com

We look forward to our New York City LP Roadshow this September with Amplefields Investments, an emerging secondary fund focused on acquiring shares from existing shareholders in leading global Israeli-related late-stage tech companies, led by seasoned investment and operators professionals - Moran Chamsi and Yoel Mazur. Notable portfolio companies include OpenWeb, Via Transportation, eToro and StoreDot. Check out the latest article of our GP and contact us to learn more! riley@thefamilyofficesglobal.com "The Israeli tech sector is facing unprecedented challenges, and it's more important than ever for the state to provide the necessary support and tools to ensure its resilience and continued growth." https://lnkd.in/gg5f6B8y

We are excited to host our next family offices and institutional allocators luncheon in NYC on Wednesday, August 7th, presenting the leading partners of Marlinspike: Neil Keegan and Chip W. Marlinspike is an established venture capital fund in the Washington, D.C., area that invests in dual-use Aerospace and Defense Technology companies bridging commercial and national security needs in four primary sub-sectors: Aerospace, Artificial Intelligence, Autonomy, and Cyber.  Marlinspike is a specialist mission-driven team that brings insight, access, and execution to its investment process. The team's deep understanding of the U.S. defense innovation network informs its approach.  The firm has been recognized in the community for post-investment engagement and for driving value creation for its portfolio companies with the DoD, IC, and commercial partners. Request your RSVP at riley@thefamilyofficesglobal.com

We look forward to celebrating the 8th anniversary of The Family Offices Global this summer in NYC for our community of clients, friends & investors!