Established 2008 · Tel Aviv
Three decades of experience navigating markets. Independent advice, institutional-grade execution, and absolute discretion for individuals and families.
“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.”
— Albert Einstein
Our Services
Comprehensive oversight of your assets with disciplined rebalancing, tax awareness, and long-horizon planning calibrated to your life goals.
Institutional-grade allocation across equities, fixed income, real estate, and alternative assets — tailored to your risk profile and time horizon.
Structure the transfer of wealth to the next generation with clarity, tax efficiency, and the values you want to pass along.
How We Work
A comprehensive conversation about your financial life, goals, concerns, and values. No commitment required.
Week 1We model your current trajectory, stress-test scenarios, and identify gaps and opportunities in your existing structure.
Weeks 1–2A bespoke advisory plan — asset allocation, tax strategy, estate structure — presented in plain language.
Week 3Ongoing management, quarterly reviews, and proactive communication when markets or life circumstances change.
Ongoing“Meridian has managed our family’s assets for seventeen years. Their counsel during the 2008 and 2020 downturns alone justified a lifetime of fees.”
R. Shapiro
Family Office
“The independence matters enormously. Unlike the banks, their advice is genuinely aligned with our interests, not a product shelf.”
D. Cohen
Tech Founder
“What sets Meridian apart is the quality of attention. Every question is answered with depth, every concern taken seriously.”
A. Levine
Real Estate Investor
“We’ve grown our portfolio 280% over twelve years with Meridian. More importantly, we sleep soundly — even through turbulent markets.”
M. & T. Ben-David
Retirees
“My father worked with Meridian for twenty years. When I came to them myself, it felt like coming home.”
N. Katz
Second Generation Client
“They said no to a high-risk opportunity I was excited about. A year later I was thanking them.”
G. Rivlin
Business Owner
“Meridian has managed our family’s assets for seventeen years. Their counsel during the 2008 and 2020 downturns alone justified a lifetime of fees.”
R. Shapiro
Family Office
“The independence matters enormously. Unlike the banks, their advice is genuinely aligned with our interests, not a product shelf.”
D. Cohen
Tech Founder
“What sets Meridian apart is the quality of attention. Every question is answered with depth, every concern taken seriously.”
A. Levine
Real Estate Investor
“We’ve grown our portfolio 280% over twelve years with Meridian. More importantly, we sleep soundly — even through turbulent markets.”
M. & T. Ben-David
Retirees
“My father worked with Meridian for twenty years. When I came to them myself, it felt like coming home.”
N. Katz
Second Generation Client
“They said no to a high-risk opportunity I was excited about. A year later I was thanking them.”
G. Rivlin
Business Owner
Begin your financial journey
Schedule a private, no-obligation consultation with one of our senior advisors. Fully confidential.
