IT'S NEVER TOO SOON TO SECURE YOUR LEGACY
ABOUT
Founded in 2013, Great Value Asset Management is an independently owned multifamily office, offering ultra-high net worth families with a complete range of wealth management solutions.
Based in Israel, we operate across Europe, USA, and South America, supporting our loyal clients' efforts to build, preserve, and grow their wealth across generations and economic cycles.
Our global clients enjoy the personal attention of a boutique wealth management firm coupled with direct access to high-yield investment opportunities across diverse fields ranging from real estate, technology, and renewable energy, to biotechnology, transportation and MedTech.
At Great Value Asset Management, we aim to address the key issues faced by families in their efforts to grow their capital and enhance their portfolio, thus offering them with long-term guidance throughout the wealth management cycle.
SERVICES
Great Value Asset Management offers its ultra-high net worth clients with a complete spectrum of wealth management solutions, aiming to preserve and steadily grow their family's wealth across generations and economic cycles.
The company's core wealth management solutions focus on the following fields of expertise:
PORTFOLIO MANAGEMENT
Developing a disciplined long-term investment strategy and a well-balanced portfolio, based on the family's financial goals, multigenerational needs, tolerance for risk, cash flow needs, and free capital levels.
Our portfolio management service is followed up by an ongoing and rigorous monitoring process, to adapt portfolios to our clients constantly evolving needs and circumstances.
WEALTH PLANNING
Developing a bespoke wealth management plan that will perfectly balance between our clients desire to maintain their current high quality of life, and a substantial savings plan for their beneficiaries and future generations.
Our wealth plans are research-based and ensures an optimal combination of comprehensive wealth management strategy, easy to implement financial practices, and tailor-made investment opportunities.
Sylvain Maréchal (1788)
ESTATE PLANNING
Constructing a solid and customized estate plan that will carefully examine your spectrum of assets, and define the best way to divide and manage them in case you are incapacitated.
As part of this important planning stage, our highly seasoned lawyers and financial advisors will work with you to draft, revise, and validate your will and all other estate documentation.
RISK MANAGEMENT
Developing a comprehensive strategy to mitigate potential risks that might endanger our clients' short and long-term capital growth potential.
Our risk management solutions are based on our hands-on financial analysis capabilities, and offer clients with end-to-end guidance across the fields of life insurance, long-term care insurance and other insurance options.
TAX PLANNING
Developing unique strategy and tax planning techniques with the singular mission of reducing our clients' current and future tax obligations.
Our tax planning specialists will work closely with your CPA to establish the most efficient tax structures that will enable you to reach your wealth management plan's full potential.
SUCCESSION PLANNING
Design of a thorough strategy and plan for the passing of the family's business ownership and key leadership roles to the next generation.
Our detailed succession plan will provide you long-term guidance throughout the process, and address diverse issues ranging from timing, and future ownership to shares and responsibilities.
FAMILY GOVERNANCE
Creating effective family governance structures, specially tailored to preserve and grow the family's wealth, and achieve sustainable long-term success.
Our family governance solutions will deliver you with easy to implement practices that will ensure your family's successful business continuity, especially in times of fundamental generational change.
CONCIERGE SERVICES
Providing one-of-a-kind and complete range of concierge services, aiming to aid clients in maintaining the lavish lifestyle to which they have grown accustomed.
Our unrivaled concierge services address broad spectrum of our clients' day-to-day activities, from traveling arrangements, hotel booking and transport solutions, to organizing private clubs membership, gift purchasing services and events organization services worldwide.
ADD A PITCH
At Great Value Asset Management, we give our heart and soul in order to source lucrative investment and high-yielding business opportunities, striving to help our high net worth investors preserve and steadily grow their fortune.
If you believe that your brainchild, early stage startup or high performing company has what it takes to be the next new thing in its industry, we would love to hear about it.
We invite you to send your pitch to the following address: info@gva-m.com
CONTACT US
Great Value Asset Management offers its global clientele with wide spectrum of wealth management solutions and capital growth opportunities.
For further information or to set a free consultation, please send us an email through the contact form.