לוסיד השקעות — Wealth Management, Tel Aviv
Financial Services - Wealth Management · Tel Aviv, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ 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
Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 92% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- 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 (how completely this record is structured for AI systems to read; not a rating of the business)
- 56
- Data Consistency
- 92% (checked 2026-06-28)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
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 enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
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
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 (sources disagree)
Official website: https://www.lucid-inv.com/