Herez is a reputable brand providing personalized advice and management services for wealth and asset management. With over 25 years of experience, Herez is a trusted partner in managing your assets, catering to both families and business leaders. Their expertise covers a wide range of services, including wealth management consulting, investment solutions, life insurance, real estate management, dedicated support, and private equity.

Herez takes pride in its culturally rich heritage, symbolized by its name, a combination of Heres meaning Heir in Latin and Erez, which represents the cedar tree in Hebrew. This signifies Herez's commitment to preserving your wealth for future generations. With their client-centered approach, Herez ensures that your objectives drive their recommendations, and they prioritize your financial, legal, and administrative needs.

Their multidisciplinary team offers a comprehensive 360° approach, covering investment consulting, wealth planning, real estate assistance, and family office services. Considered incontournable (essential) in the independent wealth management category, Herez maintains a strong reputation as one of the leading wealth management firms. With Herez, you can expect a tailored and attentive approach to managing your assets, providing you with peace of mind and confidence in your financial future