Managing family wealth requires a complete perspective.
Tevel works with families and private clients to build a comprehensive financial strategy connecting assets, investments, needs and goals over time. As part of the ongoing relationship, you will have a private CFO by your side, operating to institutional standards and supporting every significant financial decision.
Tevel is designed for clients with NIS 3 million or more in financial assets.
As wealth grows, complexity grows with it.
Significant family wealth rarely sits in one place. It is spread across banks, portfolios, pensions, real estate, private investments, cash and other assets.
Each part may be well managed on its own - yet still lack one strategy connecting the whole picture.
Strategy first. Solutions second.
We begin with the family, the balance sheet, objectives, risk and time horizon. Only then do we evaluate providers, products and implementation options.
Suitability
Understand needs, complexity and objectives.
Complete view
Map assets, liabilities, liquidity and goals.
Strategy
Asset allocation, risk, liquidity and horizon.
Ongoing guidance
Review, monitor and adapt over time.
Economic experience. Long-term perspective.
Tevel is led by Boris Pavlov, a senior economist and former Israeli Ministry of Finance professional, with extensive experience in long-term financial planning and management.
The Tevel approach is built around a broad understanding of financial systems, the long-term impact of decisions, and a strategy aligned with each family's needs and objectives.
Built for clients who have already created meaningful wealth.
Tevel is designed for families and individuals with NIS 3 million or more in financial assets who are looking for a personal, long-term financial relationship.
Tevel & Kedma Finance.
Tevel Private Finance works in partnership with Kedma Finance, combining personal strategic guidance with a broad professional financial platform.
The partnership allows Tevel to remain focused on what matters most: the client's strategy.
Your wealth has already been built. Now manage it through one coherent strategy.
Tevel works with a select number of clients seeking a personal, comprehensive and long-term approach to family wealth. Joining Tevel is subject to a suitability review.
Request a Suitability Review