The Private Family Wealth Management Meetings- Jerusalem

Tuesday, January 9th, 2018
The Waldorf Astoria, Jerusalem


DC Finance's Private Regional Family Wealth Management Meetings


Target audience: HNWI

Estimated number of participants: 80-100 persons

Location: Savyon, Haifa (Denya) Caesarea and Jerusalem


For more than four years, DC Finance has been hosting the leading Israeli conferences on wealth management, family office and family business for high net worth families that discuss the complex financial and emotional challenges facing this population.

Now that the Annual Family Office and Wealth Management Conference ( has become one of the largest conferences in its field worldwide; after two packed Semi Annual conferences for family representatives only and for which no tickets were sold to service providers; after the establishment of our first family wealth conference in New York (; and after publication of the third issue of the Family Wealth magazine, which is distributed to 18,000 families, we are proud to present the next series of events – intimate meetings on wealth management outside Tel Aviv at three of Israel's richest settlements.

Entry is not allowedfor service providers and no tickets are available for sale.

The first meeting will be held at a private home in Savion (Israel's richest settlement), and the meeting in Caesarea (Israel's 2nd richest settlement) will be held at the Dan Caesarea hotel.

All meetings contain the same content and are held one week apart while registration is mainly limited to the town's residents. The number of participants ranges from 80 family members (Savyon and Denya) to 120 (Caesarea & Jerusalem).

At these meetings, we will allow sponsorships by companies in the following categories: MFOs, legal firms, asset managers, investment alternatives providers and private banks.

The meetings are held in two rounds over a 12-month period, for a total of six meetings. During 2016, the events were held in April & in October.

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