LUX Wealth Management is an independent family office that manages established wealth and stewards its continuity across market cycles and generations. Our role is to build the financial architecture from which strategy, asset allocation, and investment decisions follow.
Discover our approachThe work of a family office begins where portfolio management ends. We hold the complete picture of a family's wealth, investments, taxation, legal structures, liquidity, and intergenerational planning, and ensure that every element works together rather than against itself.
Significant wealth is not measured by quarterly performance, but by its capacity to preserve its value and its purpose over time: in resilience, in discretion, and in a structure that holds firm even as conditions change.
The name Lux, Latin for light, expresses our founding principle: to illuminate complexity with independent judgment, and to turn it into a clear structure that can be managed.
Enduring outcomes begin with the right questions, not quick answers. Whether the objective is capital preservation, measured growth, liquidity planning, or legacy design, we bring structure to complexity, so that every decision rests on a framework rather than a reaction to noise.
In an environment saturated with information, volatility, and competing interests, the advantage is not the ability to predict, but a structure that lets you act with judgment in any scenario.
We do not manufacture products, run proprietary funds, or operate under distribution incentives. With no built-in conflict of interest, every recommendation is measured against a single standard: your interest.
We design and oversee the entire financial system, investments, taxation, legal structures, intergenerational planning, and risk oversight, as one coordinated whole.
We combine the precision, access, and global reach of a leading financial institution with the discretion, continuity, and personal accountability of a dedicated family office.
By introduction. For families and individuals who hold Qualified Investor status under Israeli law.
Tech founders, senior operators, and partners at top-tier professional firms, most often at a moment of structural transition: a liquidity event, the vesting of meaningful equity, the planning of succession or exit. The wealth has accumulated alongside a career that did not pause to track it; the family has reached the point where ad-hoc management is no longer adequate.
Wealth that arrived through inheritance, actual or imminent, without a career-built path that prepared the family to manage it. The discomfort is structural: the assets are real, the framework is missing. We work with heirs and with parents who want the next generation to step into stewardship rather than into ad-hoc improvisation.
No single triggering event, but capital that has accumulated across enough accounts, jurisdictions, and structures that the family no longer holds an integrated picture of it. Often the prior advisory relationship was competent within its scope but partial in coverage. The work is consolidation, architecture, and a single integrated view.
Dvora Cohen
Founder & CIO
LUX Wealth Management
Founded in 2019 by Dvora Cohen, LUX is a specialized Family Office and wealth management firm.
"High-net-worth families require more than asset management; they need a trusted strategic partner."
Dvora holds an MBA in Finance from the Hebrew University of Jerusalem and is a dual-license holder as both a Portfolio Manager (Israel Securities Authority) and a Pension Marketer (Capital Market, Insurance and Savings Authority). This dual certification allows LUX to integrate rigorous global investment oversight with comprehensive, life-long financial planning.
Prior to founding LUX, Dvora served as CIO at Barak Wealth Management, Investment Manager at Altshuler Shaham, and Account Manager at Excalibur Capital, a career spanning the full breadth of Israel's investment industry.
MBA in Finance
Hebrew University of Jerusalem
Portfolio Manager
Israel Securities Authority
Pension Marketer
Capital Market, Insurance & Savings Authority
Resilience, informed strategy, and human capital.
Long-term growth is meaningful only when downside risk is consciously managed.
Advanced analytics, research-driven insights, and scenario planning underpin every recommendation.
Behind every structure and portfolio stands a dedicated professional team: accountable, accessible, and deeply experienced.
Our services are designed to reduce complexity while increasing control, transparency, and peace of mind.
Customized portfolios across asset classes, geographies, and currencies, balancing growth objectives with disciplined risk management.
Selective access to Private Equity, Venture Capital, Real Estate, and Hedge Funds, curated through institutional partnerships and rigorous due diligence.
Coordination of wills, trusts, and ownership structures to ensure orderly, tax-efficient transfer of wealth across generations.
Strategic oversight of Israeli and international taxation in collaboration with leading advisors, including estate planning and voluntary disclosure processes.
Comprehensive reporting, cost optimization, and continuous monitoring of all family assets, providing a unified view and early identification of emerging risks.
In a world of accelerating technological, regulatory, and geopolitical change, informed perspective is essential. Our Insights platform delivers thoughtful analysis on capital markets, wealth preservation, generational planning, and long-term financial stewardship, supporting clear judgment within complex family structures.
Market volatility is not an anomaly. The investors who navigate turbulence best are those who do the structural work in advance.
Read more →Israeli high-net-worth families face a structural risk rarely discussed openly: concentration of substantial capital within a single geopolitical jurisdiction.
Read more →The work of a family office begins where portfolio management ends. The difference is not one of investment quality, but of perspective.
Read more →An exit marks the moment entrepreneurial capital becomes institutional capital. Why structure and governance precede allocation.
Read more →The need is defined by the structure of wealth, not its size, and by the moment no one holds the complete picture.
Read more →Most wealth transfer fails for human reasons, not technical ones. The real task is transferring the ability to manage, not only the assets.
Read more →Every partnership begins with a conversation. We invite you to a confidential introduction, where your objectives, questions, and needs are considered with rigor and discretion, and without obligation.
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Firm
LUX Wealth Management
Established
2019, Israel