Trapez Finance was founded by senior managers in the financial, investment and insurance companies in Israel to provide solutions in the complicated, confusing, and complex world of the capital market, insurance, and taxation.

The company provides full financial planning and management services for senior executives, capitalists, companies, associations, and kibbutzim.

Trapez finance services include, inter alia:

- Family wealth management services for High-net-worth individuals.
- Insurance solutions for individuals, senior executives and controlling shareholders
- Brokerage between investors and investment funds (P. E's, H. F's, V. C's)
- Professional management of long-term savings funds, alternative investments.
- Retirement Counseling.

Trapez Finance

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Trapez Finance

Org chart

Teams

Offices

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