SMARTGEN ISRAEL

What SMARTGEN ISRAEL does

SMARTGEN ISRAEL is an independent international multi-family office founded in 2017 and headquartered in Netanya, Israel, serving high net worth and ultra-high net worth individuals and their families across 15+ countries. The firm operates a hub-and-spoke platform delivering eight core service pillars — international banking facilitation, investment advisory (including VIP access to PE/VC and real estate deals), real estate, legal structuring, private wealth management, succession planning, lifestyle concierge, and business relocation — coordinated under a single relationship team. Since inception the firm reports that over $950M in client capital has been entrusted to it across more than 300 client families, with the CEO Mark Oigman serving as a publicly visible thought leader in Israeli banking, compliance, and cross-border wealth matters.

The business model is a fee-for-service multi-family office charging customized advisory, structuring, and transaction fees on a professional services basis, with no publicly disclosed pricing. Revenue streams include recurring wealth management advisory, project-based banking and KYC facilitation, legal and tax structuring engagements, real estate transaction and management fees, and lifestyle/succession planning retainers. SMARTGEN extends beyond pure advisory via affiliated investment vehicles — the Edmond de Rothschild SmartGen Israel Fund and the SGF fund-of-funds (a Rothschild partnership), where SMARTGEN serves on the investment committee and acts as investment consultant, providing preferential access to leading investment houses and Israeli VC/PE funds.

The firm is privately owned with no disclosed parent company, no external institutional capital, and no funding rounds. Distribution is sales-led: client acquisition runs through CEO media presence (Forbes, РБК, Calcalist, Globe and Mail), professional referrals (lawyers, accountants, tax advisors), banking partnerships, and educational content across LinkedIn, Telegram, YouTube, and a corporate blog. The team of approximately 24 professionals covers wealth management, compliance, partnerships, marketing, and administration. The firm does not develop proprietary technology and explicitly states no technology platform underlies its offering — services are delivered through industry-standard financial and banking systems augmented by partner ecosystems. One anomalous data point in the source material references a Vietnam residential solar and energy storage expansion partnership (April 2026), which is directionally inconsistent with the MFO core and warrants verification.

Name

SMARTGEN ISRAEL

Legal name

SMARTGEN LTD.

Website

https://smartgenisrael.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

SMARTGEN ISRAEL is an independent multi-family office founded in 2017 in Netanya, serving HNWI/UHNWI families across 15+ countries with banking, investment, real estate, structuring, succession, and lifestyle services, with $950M+ in entrusted capital and 300+ client families.

Ownership category

akta.pro rank

Product category

Multi-Family Office / Private Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (525920)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Private Banking Cross-Border & International Wealth Services (FSABADAL), Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Multi-family office
• Wealth management
• Private banking
• Investment advisory
• Succession planning

Headquarters

HQ city

Netanya

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory: Comprehensive wealth management services including investment advisory, portfolio management, financial planning, and strategic wealth planning for HNWI/UHNWI clients. Revenue generated through advisory fees and potentially management fees based on assets under management.
2. Banking Services: Facilitation of banking relationships including account opening, KYC preparation, transaction coordination, and best-term negotiations with Israeli and international banks.
3. Structuring and Legal Services: Tax-optimized structuring of assets, legal entity establishment, corporate banking compliance, and coordination with law firms for regulatory tasks.
4. Real Estate Services: Property scouting, due diligence, financing solutions, purchase facilitation, property management, rental services, and sales services for residential and commercial properties in Israel.
5. Succession and Lifestyle Services: Succession planning, trust and fund structures, family governance, international citizenship and relocation services, tax residency planning, and lifestyle concierge services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

SMARTGEN ISRAEL is an independent international multi-family office that delivers a unified suite of wealth management services to high-net-worth and ultra-high-net-worth individuals and their families. Its offering spans banking coordination, exclusive investments, real estate, legal structuring, private wealth management, succession planning, lifestyle concierge, and business relocation, delivered directly through assigned relationship managers. The firm also operates affiliated investment vehicles such as the SGF fund-of-funds and acts as investment consultant for the Edmond de Rothschild SmartGen Israel Fund.

Product overview

SMARTGEN ISRAEL is an independent international Multi-Family Office that operates as a unified platform providing a comprehensive suite of wealth management services to HNWI/UHNWI clients and their families. The offering encompasses eight core service pillars — Banking Services, Investments, Real Estate, Structures (Legal Structuring), Private Wealth Management, Succession Planning, Lifestyle Services, and Business Relocation — all delivered under a single institutional roof. The platform also includes affiliated investment vehicles such as the Edmond de Rothschild SmartGen Israel Fund (where SMARTGEN serves as investment consultant) and the SGF fund-of-funds (a partnership with Rothschild). The architecture is organized around a hub-and-spoke model: the core multi-family office platform coordinates all services, with specialized sub-brands handling specific investment mandates. Clients are served across 15+ countries, with over $950M in assets entrusted to the firm since its 2017 establishment.

Differentiator

Problem solved

Functional benefit

Products and services

• Banking Services

Quantifiable outcome

• Over $950M in capital entrusted to the firm since 2017
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Accountants and Tax AdvisorscoreStrategic or Co-development PartnerPartnership network of accounting and tax advisory professionals providing comprehensive financial services to clients. These partners assist with tax planning, compliance, and financial reporting requirements for Israeli and international operations.
• Best-in-Practice Law FirmscoreStrategic or Co-development PartnerPartnership with leading law firms to provide legal structuring, regulatory compliance, and corporate governance services for clients establishing entities in Israel.
• Real Estate Companies and AgentsminorChannel Partner/ Reseller/ DistributorNetwork of real estate companies and agents providing property scouting, acquisition facilitation, and property management services for clients investing in Israeli real estate.
• Lifestyle Management and Concierge FirmsminorStrategic or Co-development PartnerPartnership with concierge and lifestyle management firms to provide international citizenship, relocation services, healthcare, education, and personal secretary services.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Stonehage Fleming: Large international multi-family office offering cross-border wealth structuring, investment advisory, and succession planning to HNW/UHNW families across multiple jurisdictions—directly comparable on service breadth and target client.
• Agreus: Multi-family office that curates and manages single/multi-family office solutions for HNW/UHNW families internationally, with strong cross-border expertise—directly comparable client profile and service model.
• Sandaire: UK-rooted multi-family office providing investment advisory, succession, and lifestyle services to principals of HNW families—closely mirrors SMARTGEN's eight-pillar service architecture and family-led wealth mandate.
• Pitcairn: US multi-family office serving ultra-high-net-worth families with multi-generational wealth, investment, and family governance services—comparable on UHNW focus and multi-generational service design.
• Walhall Family Office: International advisor and multi-family office consultancy building, benchmarking, and operating family offices globally—comparable on the multi-family office service model and HNW/UHNW target market.
• Klein Group: Israeli financial advisory and multi-family office providing wealth management, tax, legal, and investment services to HNW clients—direct overlap on Israeli-market multi-family office operating model.

Regional players

• Arison Group / Arison Family Office: Israel-based family office and investment group; a regional player serving UHNW Israeli families with similar investment, real estate, and philanthropy capabilities—overlaps SMARTGEN's Israel footprint and client base.

Broad incumbents

• Edmond de Rothschild (Private Banking): Global private bank and wealth manager; SMARTGEN is investment committee member and consultant for the Edmond de Rothschild SmartGen Israel Fund. Overlaps on private wealth advisory and alternatives access for HNW clients.
• Pictet Group: Swiss private bank and wealth manager serving HNW/UHNW families with cross-border investment, structuring, and custody—an incumbent adjacent to SMARTGEN with deeper institutional scale.
• HSBC Private Bank: Global private bank offering cross-border wealth structuring, investment advisory, and succession for HNW/UHNW; SMARTGEN explicitly coordinates with private banks including HSBC for client KYC and account opening—direct overlap on client profile and structuring needs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCtVs01GUZ8pDKlGm90e7-9w
• Facebookfacebook.com/smartgenwealth
• LinkedInlinkedin.com/company/smartgenisrael

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SMARTGEN ISRAEL