Lucid Investments is an independent multi-family office in Israel serving families, entrepreneurs, executives, and high-net-worth individuals with complex financial needs across global markets. Founded by Karen Schwok, former CEO of Banque Pictet & Cie SA in Israel, the firm draws on her more than 23 years of experience in wealth management, investment advice, risk management, and financial planning. Lucid combines Swiss standards with an independent, transparent approach and provides ongoing guidance tailored to each client’s circumstances and goals.

Its services include holistic wealth and financial planning, portfolio and investment oversight, cash-flow and liquidity management, risk management, and tax-aware investment planning. The firm also advises on post-exit wealth, employee stock options and RSUs, alternative investments, pension planning, international banking relationships, relocation and Aliya planning, and multigenerational wealth transitions. Lucid supports clients through liquidity events and long-term wealth structuring, helping them assess decisions across markets and jurisdictions. It charges a clear advisory fee, does not sell investment products or receive third-party commissions, and clients retain ownership and control of assets held with international custodian banks.