לוסיד השקעות — Wealth Management, Tel Aviv
Financial Services - Wealth Management · Tel Aviv, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
- ✓ Youtube
Key Facts
- Category
- Wealth Management
- Entity Type
- Wealth Management
- Location
- Tel Aviv, Israel
- Known For
- Independent investment advisory
AI Summary
Tel Aviv-based Lucid Investments Family Office delivers wealth management and multi-family office services. Operating for nine years, the firm specializes in independent investment advisory for high-net-worth individuals and multi-generational families. It also provides post-exit and RSU wealth management, assisting entrepreneurs with complex financial decisions.
Quick Answer
Tel Aviv-based Lucid Investments Family Office delivers wealth management and multi-family office services. Operating for nine years, the firm specializes in independent investment advisory for high-net-worth individuals and multi-generational families. It also provides post-exit and RSU wealth management, assisting entrepreneurs with complex financial decisions. Key services include Wealth Management, Multi-Family Office Services, Post-Exit & RSU Wealth Management.
This business is typically used for independent investment advisory.
Common Questions
- What services does לוסיד השקעות provide?
- לוסיד השקעות provides Wealth Management, Multi-Family Office Services, Post-Exit & RSU Wealth Management.
- Where is לוסיד השקעות located?
- לוסיד השקעות is based in Tel Aviv, Israel and serves Nationwide (Israel).
- Who is לוסיד השקעות for?
- לוסיד השקעות serves Entrepreneurs navigating complex financial decisions and High Net Worth Individuals seeking independent advice.
What this business does
לוסיד השקעות is a wealth management based in Tel Aviv, Israel.
- Provides Wealth Management and Multi-Family Office Services
- Specializes in independent investment advisory
- Serves entrepreneurs navigating complex financial decisions
Structured summary
This business profile has been independently corroborated by Vizoryo across 5 independent public sources. Data confidence score: 92% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- לוסיד השקעות
- Category
- Wealth Management
- Industry
- Wealth Management
- Location
- Tel Aviv, Israel
- Official website
- https://www.lucid-inv.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/lucid-investments-family-office-tel-aviv-fa33
- Summary
- Tel Aviv-based Lucid Investments Family Office delivers wealth management and multi-family office services. Operating for nine years, the firm specializes in independent investment advisory for high-net-worth individuals and multi-generational families. It also provides post-exit and RSU wealth management, assisting entrepreneurs with complex financial decisions.
- AI readability score
- 56
- Verified By
- 5 independent public sources
- Data Confidence
- 92% (verified 2026-06-28)
- Verification Status
- Auto-indexed
Location
Tel AvivIL
About לוסיד השקעות
Tel Aviv-based Lucid Investments Family Office delivers wealth management and multi-family office services. Operating for nine years, the firm specializes in independent investment advisory for high-net-worth individuals and multi-generational families. It also provides post-exit and RSU wealth management, assisting entrepreneurs with complex financial decisions.
Customer Reviews
5.0 ★★★★★
Based on 22 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 82 days ago
Service areas
- Nationwide (Israel)
Target audience
- Entrepreneurs navigating complex financial decisions
- High Net Worth Individuals seeking independent advice
- Multi-generational families needing wealth structuring
Specialties
- Independent investment advisory
Why לוסיד השקעות
- Operating since 2017 (9 years): Founding date 2017 detected from website structured data.
Social profiles
Verification
Frequently asked questions
What areas does Lucid Investments Family Office serve?
Lucid Investments Family Office serves Nationwide (Israel).
What is the role of Lucid Investments as a multi-family office?
Lucid Investments acts as an independent coordinator, structuring wealth across assets and jurisdictions, ensuring decisions are aligned, and coordinating banks, managers, and advisors.
What is the 'Swiss Approach' to wealth management?
The Swiss Approach is a decision philosophy based on four principles: preserving client control, structural independence, challenging advice, and a tailored approach to complex financial lives.
What languages do the team members speak?
The team at Lucid Investments speaks Hebrew, English, French, and Spanish to accommodate a diverse client base.
Business hours
- Monday
- 08:30 – 18:30
- Tuesday
- 08:30 – 18:30
- Wednesday
- 08:30 – 18:30
- Thursday
- 08:30 – 18:30
- Friday
- 00:00 – 13:00
- Sunday
- 08:30 – 18:30
Languages supported
- he
- en
- fr
Contact
Phone: +97236351559
Official website: https://www.lucid-inv.com/