Tirosh Family Office

What Tirosh Family Office does

Tirosh Family Office (תירוש פמילי אופיס) is the wealth-management arm of Tirosh Group, an Israeli privately-held financial services organization headquartered in Bnei Brak. The Group comprises three coordinated divisions: Tirosh Insurance Agency (תירוש סוכנות לביטוח), founded in the late 1970s and ranked among the top 30 insurance agencies in Israel by DUN'S, specializing in infrastructure/construction, industrial, commercial, and personal lines (auto, home, travel); Tirosh Financial (תירוש פיננסים), established in 1980, managing over ₪5 billion across pension funds, provident funds, training funds, and managed portfolios; and Tirosh Family Office, established in 2013, providing holistic wealth-management services to HNW individuals, families, business owners, private and public companies, kibbutzim, municipalities, and NGOs — including financial planning, pension planning, retirement planning, risk management, alternative investments ("Top Tier Funds"), corporate/kibbutz nostro advisory, intergenerational wealth transfer, and tax/retirement planning.

The firm operates with a 20-person family-office team (~20 employees overall referenced), supported by licensed insurance agents, financial planners, wealth managers, risk-management specialists, in-house legal counsel, a Chief Investment Officer, and an Alternative Investments Operations Manager. There is no proprietary technology platform — the firm does not develop software, maintain a mobile app, or offer a public API; its differentiators are explicitly stated as financial expertise, established relationships with global investment managers (Blackstone, Carlyle, BlackRock, Apollo, Coller Capital, Ares) and Israeli houses (Altshuler, Migdal, Phoenix, etc.), and a holistic multi-discipline advisory delivery model.

Revenue is generated through three streams: (1) wealth-management and family-office advisory fees and management fees on assets under management (~₪5B+ group-wide, ~₪7.5B advised per October 2024); (2) financial-planning and investment-advisory professional-services fees; and (3) insurance brokerage commissions on ~₪95 million of annual premium volume through the insurance agency. Pricing is per-client and not publicly disclosed, with a customized fee model clients can opt into. Distribution is exclusively direct, high-touch advisory relationships augmented by content marketing (blog), social media (Facebook, LinkedIn), executive press coverage (Globes), and — most importantly — referrals and word-of-mouth from a 40+ year market presence.

Name

Tirosh Family Office

Legal name

תירוש סוכנות לביטוח פנסיוני בע"מ

Website

https://tirosh.finance

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

Tirosh Family Office is the HNW wealth-management arm of Israeli privately-held Tirosh Group, serving high-net-worth individuals, families, private companies, kibbutzim, municipalities, and NGOs with holistic financial planning, alternative-investment access, and intergenerational wealth-transfer advisory across ₪5–7.5 billion in assets.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Business & Succession Advisory (FSAAADAL), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Family office advisory
• Insurance brokerage
• Pension planning services
• Alternative investments

Headquarters

HQ city

Bnei Brak

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management & Family Office Services: Holistic wealth management services for high-net-worth families, including investment strategy development, pension planning, tax planning, estate planning, and alternative investments. Revenue is generated through advisory fees, management fees on assets under management, and possibly performance-based fees.
2. Financial Planning & Investment Advisory: Personalized financial planning, pension planning with tax optimization, retirement planning, and portfolio management for individuals and families. Revenue derived from advisory fees.
3. Insurance Brokerage: Tirosh Insurance Agency (תירוש סוכנות לביטוח) generates revenue through insurance commissions on commercial and personal lines including infrastructure projects, automotive fleets, homeowners, and travel insurance. Annual premium volume of approximately ₪95 million.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Tirosh Family Office delivers holistic wealth management services to high-net-worth individuals and families, including investment portfolio management, pension and retirement planning, tax strategy, estate/succession planning, and access to alternative investments. As part of Tirosh Group — which also operates an insurance agency and a broader financial advisory division — the firm offers an integrated, single-relationship model for managing substantial private and institutional wealth in Israel.

Product overview

Tirosh Family Office (operating as Tirosh Group) is a multi-brand financial services firm in Israel offering three interconnected service lines: (1) Tirosh Insurance Agency — a top-30 insurance brokerage ranked by DUN'S, specializing in commercial construction/infrastructure insurance and personal lines (auto, home, travel); (2) Tirosh Financial — a financial and pension advisory managing over 5 billion ₪, offering personalized financial planning, pension planning, retirement planning, risk management, alternative investments (Top Tier Funds), and corporate/kibbutz advisory; and (3) Tirosh Family Office — a wealth management service for affluent individuals and families, providing holistic investment strategy, intergenerational wealth transfer, tax and retirement planning, and alternative investments. The three divisions share the same leadership team, brand identity, and client base, with the Family Office representing the highest tier of service for qualified investors managing liquid assets of millions of shekels.

Differentiator

Problem solved

Functional benefit

Brands

• Top Tier Funds: Alternative investment offering including private equity, hedge funds, and real estate investment opportunities for clients.
• תיקון 190 (Amendment 190)

Products and services

• Tirosh Family Office Multi-family office service offering investment portfolio management, pension and retirement planning, tax optimization, estate and succession planning, and alternative-investment access for high-net-worth individuals and families in Israel.
• Tirosh Financial Institutional financial advisory practice serving kibbutzim, municipalities, and private companies with treasury, pension, and employee-benefits advisory across Israel.
• Tirosh Insurance Agency Insurance brokerage offering personal, family, and institutional insurance products across Israel, leveraging over 40 years of carrier relationships; serves as the original operating entity of Tirosh Group.

Quantifiable outcome

• Manages over ₪5 billion across all entities (some sources cite ₪7.5 billion in advised assets)
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• GenAsset Israel: Israeli multi-family office serving HNW families with wealth management, intergenerational transfer, and alternative investment access. Highly comparable to Tirosh Family Office in target client, service mix, and Israeli-market focus.
• Altshuler Shaham: One of Israel's largest investment houses managing pension, provident, and mutual fund assets for HNW and retail clients. Direct competitor to Tirosh Financial's pension and managed-portfolio business, and is also referenced as a Tirosh distribution partner.
• Excellence Investment House: Israeli investment house managing mutual funds, pension, and provident assets. Closely comparable to Tirosh Financial's managed-portfolio and pension-advisory offerings in the Israeli HNW segment.
• Psagot Investment House: Israeli investment group (now part of Clal) offering mutual funds, pension, and managed portfolios. Competes directly with Tirosh Financial on pension and provident fund advisory in Israel, and is listed as a Tirosh partner.
• Meitav Dash: Major Israeli investment house managing pension, provident, and managed portfolios for retail and HNW clients. A near-direct competitor to Tirosh Financial, and also listed among Tirosh's distribution partners.

Broad incumbents

• Menora Mivtachim Holdings: Israeli insurance and financial group with insurance, pension, and asset-management operations. Competes with Tirosh across insurance and pension, and is listed as a Tirosh partner.
• Phoenix Holdings: One of Israel's largest insurance and financial groups, with insurance, pension, and asset-management operations. Overlaps with Tirosh's insurance brokerage and pension advisory, and is also a Tirosh partner.
• Harel Insurance Investments & Financial Services: Large Israeli insurance and financial group active across insurance, pension, and asset management. Direct competitor on insurance brokerage lines and on pension advisory, and listed as a Tirosh partner.
• Bank Hapoalim Private Banking: Israel's largest bank with a substantial private banking and wealth-management division serving HNW individuals and families. Competes with Tirosh Family Office on Israeli HNW advisory mandates, with broader product shelf but less personalized service.
• Migdal Insurance and Financial Holdings: Major Israeli insurance, pension, and asset-management conglomerate. Competes with Tirosh Insurance Agency on commercial and personal lines and with Tirosh Financial on pension products; also listed as a Tirosh partner.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Tiroshfinance
• LinkedInlinkedin.com/company/tirosh-family-office

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Tirosh Family Office