We custom manage capital
Mfinace is an independent and impartial family office that manages capital, and related capital services for families. We preserve and increase the capital, through analysis and thinking outside the usual models, while locating and performing due diligence of the best investment managers in the capital market (both in Israel and abroad), with an emphasis on alternative investments, in order to diversify and reduce risk in the managed capital.
Family office services
What we offer
Ensuring the sturdy durability of you and your family's capital.
One of the more reliable ways to help and protect your capital is by investing in high-quality assets and investment managers.
We will carry out the planning and analysis, customized to the needs of the client and their family, while emphasizing the values, goal and the family's standard of living. Your financial goals are our top priority.
Our analysis and preliminary due diligence checks, can reduce the risks that exist in investing. We will leave no stone unturned, to ensure the best alternatives for our customers. We will take care of the day-to-day management of your capital, so that you can relax, and concentrate on enjoying your free time.
We manage and build
Our independent investment philosophy for capital management, tailors portfolio of solutions, in a variety of financial alternatives. This include managing investments in the capital market, long-term savings, alternative investments such as debt funds, real estate funds, hedge funds and direct investment in real estate assets.
Whether if it's planning for retirement, intergenerational capital transfer or tax planning – our professional and unique financial planning will build and select for you the right portfolio for dealing with any of those issues.
Every year we develop the best-value offers, which revolve around your needs, while researching and due diligence checkups allow us to best utilize your managed capital.
Nir Markowitz (Owner)
Holds a bachelor's degree in business administration from the College of Management Academic Studies and a master's degree in law from the Bar Ilan University.
Holds an investment portfolio management license and a pension management license from the Israel Securities Authority.
Has extensive experience and knowledge in managing investments in major financial institutes in Israeli economy.
Motto: "Professionalism and decency".
Our way – your success
Our method – methodology
Growing your capital should be done in an honest and reliable way. We aspire to take off the pressure from our clients. Our clients can relax, knowing that their capital is preserved and managed in expert hands.
Our investment philosophy is :based on 5 main goals:
Solid yield
We seek to increase and better your capital in the long term. In order to do so, we carefully select the investments and the investment managers, with whom we choose to work, while searching for those with the greatest potential to help you achieve your financial goals.
Potential capital gain
As investments experts, we search investments with potential gain for you. We look for the highest potential opportunities, in the lowest price, while emphasizing low managing costs, so that the yield for the family capital can increase.
Capital preservation
The capital preservation principle ensures that the capital won't decrease in value over time. We do this by building a diverse investments strategy. This way, we can preserve and increase the capital for future generations.
Asset allocation
The major financial institutions realized that managing investments solely in the capital market exposes them to great volatility. In light of this, there has been a huge increase in searching for a wiser asset allocation. This realization has led us to search and locate similar alternative investments for privet investors, in order to correctly allocate assets and reduce volatility.
Trust
Earning our clients trust is paramount for who we are and what we do. The clients are part of the decision process, and they communicate regularly with us throughout the management process.
