Institutional-grade family wealth management. Personal guidance. Multi-generational perspective.
Over the years, Investo Family Office has become the address that established families in Israel turn to when facing significant wealth decisions. We currently guide more than twenty-five families in the comprehensive management of real estate assets and liquid capital, providing them with a structured professional framework that combines legal expertise, financial planning, and execution capabilities—all under one roof.
Our clients are senior physicians, high-tech executives, industrialists, pilots, and aviation professionals, business owners, and entrepreneurs who have achieved notable success in their fields and seek a reliable partner to shoulder the burden of family wealth management over time. These are individuals whose time is precious, whose questions are complex, and who understand that sound financial decisions are born from deep familiarity rather than off-the-shelf products.
We view ourselves as long-term partners of the family. Not agents, not marketers, not external consultants. A quality Family Office operates from a commitment to the family's interests alone and with a multi-generational mindset that considers not just the next year but the next twenty years and the intergenerational transfer of wealth.
Our guidance is based on four fundamental principles: complete transparency in every decision, a comprehensive view of the family's position from asset, legal, and tax perspectives, conservative risk management based on thorough examination of each asset, and true capital partnership where Noam and Ohad invest their personal capital alongside investor capital in every transaction.
The firm was founded and is managed by Noam Shpalter and Ohad Arad, both attorneys and Certified Financial Planners (CFP) accredited by the Financial Planning Board in Israel and holding international CFP certification. This combination of qualifications is rare and provides an exceptionally broad professional foundation for making integrated financial and legal decisions.
The two partners have approximately fifty years of combined experience in business, real estate, and finance. They have led real estate transactions exceeding two billion Israeli shekels in Israel and currently manage assets worth approximately seven hundred million dollars for a community of over eleven hundred accredited investors worldwide. Operations span eleven states in the United States, Portugal, and Israel, across various real estate channels including multifamily properties, commercial centers, office buildings, new construction projects, tourism assets, and land development.
Noam and Ohad are active members of the business and financial community in Israel. They are senior lecturers at professional conferences, partners in one of Israel's largest financial planning firms and insurance agencies, and regularly appear in leading financial media outlets. This presence strengthens Investo Capital's connection to the depth of Israel's business system and its decision-makers.
The core of our Family Office activity is managing the family's real estate holdings, both in Israel and abroad. We identify quality transactions outside the public market for the family, construct optimal holding structures from legal and tax perspectives, manage ongoing oversight systems for the assets, and guide appreciation processes, refinancing, and exit strategies when the time comes.
We build comprehensive financial plans for families that consider income sources, family obligations, current generation needs, and aspirations for transfer to the next generation. The plan serves as an anchor for every capital decision and is regularly updated according to changes in family life and markets.
Our legal background enables us to provide families with comprehensive legal guidance within financial activity, including contract drafting, complex holding structure construction, international tax issue management, and guidance on intergenerational transfer decisions. The client receives one address handling all aspects instead of managing a sequence of external professionals.
The risk management system we developed is based on institutional investment house principles, adapted to the needs of private families. We maintain conservative leverage in every transaction, hold liquidity reserves according to asset characteristics, and conduct rigorous due diligence before every investment.
who choose to direct their most precious resource, time, to medical practice and transfer family wealth management to us.
Executives and company founders require complex tax planning around exits, options, and significant financial proceeds.
who view family wealth management as separate from their business and seek to separate business capital from family capital.
attorneys, accountants, and consultants who need comprehensive financial and legal guidance for their private wealth.
Family Office guidance begins with a direct introduction meeting with one of the partners. In the meeting, we will get to know the family, the overall financial situation, aspirations, and the multi-generational planning in the background.
After the meeting, we will present a structured proposal regarding the nature, scope, and terms of guidance, and then build the first work plan together.
Requests for introduction meetings are made through the company website or directly to company offices. Due to the nature of operations and commitment to high availability for families we guide, the number of new clients accepted each year is limited.
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Address: 4900 S. University Drive, Ste. 207F, Davie, FL 33328
Email: info@investo-capital.com
Phone: (984) INVESTO
© 2025 Investo Capital
Disclaimer:
Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Investo Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses. Real Estate, like Bitcoin, is highly speculative and its actual performance may not match investor expectation. Prospective investors should consult with a tax, legal and/or financial adviser before making any investment decision.