Lucid Investments

What Lucid Investments does

Lucid Investments is an Israel-based independent multi-family office founded in 2017 by Karen Schwok, who previously served as CEO of Banque Pictet & Cie SA (Israel) and holds over 23 years of experience across Pictet, Bank Leumi, and Psagot Ofek. The firm is headquartered at Ha Mered Street 25 in Tel Aviv, registered as S. Lucid Investments Limited, and operates without subsidiaries, external institutional investors, or parent-company affiliation. It serves a deliberately select number of high-net-worth families, tech entrepreneurs, senior technology executives with concentrated RSUs or stock options, and international families with cross-border ties to Israel, including those undertaking Aliya relocation.

The service offering is built on six core product lines: Family Office coordination, Wealth Management (advisory and discretionary), Wealth Planning, Post-Exit Wealth Management, Aliya Services, and an Investment Governance and Wealth Architecture framework. The proprietary value does not reside in technology products but in the firm's wealth architecture methodology - a structured governance process combining independent investment oversight, multi-jurisdiction custody coordination, and disciplined asset allocation - implemented atop seven leading international custodian banks across Switzerland, Luxembourg, the United States, and Israel. The firm explicitly does not take custody, does not sell products, and does not receive retrocessions, commissions, or hidden incentives.

The business model is a fee-only advisory engagement with no sales commissions. Pricing is not publicly disclosed and is determined per client under Israeli Advisory Law, which restricts services to Qualified Clients. Headcount is reported at 1-10 employees, reinforcing a boutique-by-design posture. Go-to-market is senior-led, relying on Karen Schwok's direct involvement, professional network referrals from legal and tax advisors, and sustained media presence across CNBC, Financial Times, Calcalist, Globes, and TheMarker. The firm is privately held with no disclosed funding rounds and no disclosed revenue or AUM figures.

Name

Lucid Investments

Legal name

S. Lucid Investments Limited

Website

https://lucid-inv.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Lucid Investments is an Israel-based independent multi-family office founded in 2017, providing fee-only wealth management, post-exit, and Aliya advisory services to a select number of high-net-worth families, tech entrepreneurs, and senior executives across global markets.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Tax-Aware Investment Planning (FSAEAAAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Multi-family office services
• Wealth management advisory
• Investment governance framework
• Post-exit wealth structuring
• Cross-border wealth planning

Headquarters

HQ city

Tel Aviv

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

Revenue model

1. Advisory Fee Model: Lucid Investments operates on a clear, straightforward advisory fee basis with no sales commissions and no hidden incentives. The firm is fully independent from banks and financial institutions and does not receive retrocessions, commissions, or fees from banks or financial intermediaries. This compensation structure ensures complete alignment with client interests and enables objective advice without conflicts of interest.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Lucid Investments is an independent multi-family office delivering holistic wealth oversight, investment advisory, and financial planning to high-net-worth families, entrepreneurs, and senior technology executives across global markets. Its offering spans Family Office, Wealth Management, Wealth Planning, Post-Exit Wealth Management, Aliya Services, and Investment Governance & Wealth Architecture, delivered on a fee-only advisory basis with no commissions, retrocessions, or product sales, exclusively to Qualified Clients under Israeli Advisory Law.

Product overview

Lucid Investments operates as an independent multi-family office offering a unified suite of wealth management services built on Swiss private banking standards. The core offering consists of Family Office, Wealth Management, Wealth Planning, Post-Exit Wealth Management, and Aliya Services, all supported by an Investment Governance & Wealth Architecture framework. Services are coordinated across multiple custodians and jurisdictions, with the governance framework serving as the structural backbone that ensures decisions are made in the right sequence across the full decision lifecycle.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Independent multi-family office service providing holistic wealth oversight, coordination across banks and advisors, and long-term governance for families with complex financial lives.
• Wealth Management Tailored investment advisory and discretionary portfolio management for high-net-worth individuals, including global asset allocation, manager selection, and consolidated reporting across custodians.
• Wealth Planning Comprehensive financial planning service covering family goals, relocation considerations, philanthropy, and family governance, coordinating with legal and tax advisors.
• Post-Exit Wealth Management Specialized advisory for entrepreneurs and executives following liquidity events, RSUs, or IPOs, addressing concentration risk, tax-aware diversification, and cash-flow planning.
• Aliya Services Cross-border wealth structuring and relocation advisory for new and returning Israeli residents, including tax exemption planning, global asset mapping, and multi-jurisdiction coordination.
• Investment Governance & Wealth Architecture Structured governance framework combining independent oversight, strategic asset allocation, multi-jurisdiction coordination, and long-term stewardship principles for complex financial lives.

Quantifiable outcome

• Independent advisory with no conflicts of interest - no product sales, no retrocessions, no hidden incentives
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered supporting.

• Morgan StanleysupportingOthersClient assets are held in Morgan Stanley as one of the leading international custodian banks. Lucid Investments works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• OppenheimersupportingOthersClient assets are held in Oppenheimer as one of the leading international custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• RothschildsupportingOthersClient assets are held in Rothschild as one of the leading international custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• Julius BaersupportingOthersClient assets are held in Julius Baer as one of the leading international custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• LGTsupportingOthersClient assets are held in LGT as one of the leading international custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• Bank LeumisupportingOthersClient assets are held in Bank Leumi as one of the custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.
• Bank HapoalimsupportingOthersClient assets are held in Bank Hapoalim as one of the custodian banks. Works across multiple custodians enabling comparison of solutions and pricing, avoiding concentration risk, and selecting the most suitable banking platform for each client's needs.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: US-headquartered independent multi-family office serving ultra-wealthy families with investment management, wealth planning, and family office services. Comparable as an independent, multi-custodian MFO with a fee-only model and multi-generational focus.
• Geneva Capital Group: Independent multi-family office serving HNW families and entrepreneurs with discretionary wealth management and cross-border financial planning. Comparable as a boutique independent advisory firm serving entrepreneur and multi-generational family clients.
• Altshuler Shaham: One of Israel's largest independent wealth management and investment firms offering portfolio management, financial planning, and pension advisory to HNW clients. Directly comparable as an Israeli-based independent wealth manager serving similar HNW family and entrepreneur segments.
• Psagot Investment House: Leading Israeli investment house providing wealth management, portfolio management, and institutional investment services. Comparable because Karen Schwok previously held a senior portfolio management role here, and it serves a similar HNW client base in Israel.
• IBI Investment House: Israeli investment house providing wealth management, asset management, and corporate finance services. Comparable as an Israeli-headquartered firm serving HNW clients with portfolio management and financial advisory offerings.
• Meitav Dash: Israeli wealth management and investment firm offering portfolio management, pension, and financial advisory services. Comparable as a domestic Israeli competitor serving HNW families and entrepreneurs with similar multi-jurisdictional advisory needs.
• TAMAR — Psagot Excellence: Israeli wealth management firm focused on HNW clients with portfolio management and financial advisory services. Comparable as an Israeli-headquartered competitor targeting similar HNW families and professional clientele with discretionary investment mandates.

Broad incumbents

• Bank Leumi Private Banking: Israel's largest bank with a private banking division serving HNW families and entrepreneurs. Karen Schwok held a senior portfolio management role at Bank Leumi. Comparable for its HNW wealth management and multi-custodian capabilities, though bank-affiliated rather than independent.
• Pictet Wealth Management: Swiss private bank with Israel operations where Karen Schwok served as CEO before founding Lucid. Directly comparable in independent advisory philosophy, Swiss standards, and HNW/UHNW family office service model, but at materially larger scale and broader global footprint.
• Julius Baer Wealth Management: Swiss wealth manager serving HNW/UHNW clients globally. Comparable in Swiss standards, open-architecture approach, and multi-jurisdictional capabilities. Lucid holds client assets at Julius Baer as a custodian, illustrating how it sits in the broader ecosystem.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/LucidInvIsrael
• Facebookfacebook.com/lucidinvestments
• LinkedInlinkedin.com/company/lucid-investements-i-family-office/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Lucid Investments