At Toldot Capital, we understand that managing family wealth can raise many questions. Whether you’re new to the concept of a multi-family office or exploring ways to optimize your current wealth strategy, we’re here to provide answers and clarity. Below, you’ll find answers to some of the most common questions we receive.
If you have a specific question or require additional details, our team is always available to provide personalized guidance.
A Multi-Family Office (MFO) is a private wealth management firm that serves multiple high-net-worth families. MFOs provide a broad range of services, including investment management, estate planning, tax strategies, and lifestyle management. By pooling resources, families benefit from the expertise and exclusivity of a single-family office while sharing costs with others.
Unlike traditional wealth management firms that focus primarily on investments, Toldot Capital takes a holistic approach. We integrate financial, personal, and philanthropic services under one roof, tailoring every solution to align with your family’s unique goals and values.
Our services include:
- Personalized investment strategies
- Tax and estate planning
- Philanthropy advisory
- Lifestyle management, including concierge services and personal asset oversight
- Financial education for the next generation
Each service is customized to meet the specific needs of your family.
Families with complex financial situations, multi-generational wealth, or significant assets may benefit from an MFO. If you’re looking for a dedicated partner to manage your wealth holistically, provide strategic guidance, and simplify decision-making, a multi-family office like Toldot Capital could be the right choice.
At Toldot Capital, confidentiality is one of our core principles. We adhere to strict data protection protocols and operate with the highest standards of discretion to safeguard your family’s financial and personal information.
The process begins with an initial consultation, where we take the time to understand your family’s financial goals, values, and priorities. From there, we create a customized plan tailored to your specific needs. Our relationship doesn’t end there—we provide ongoing support and regular updates to ensure your strategy evolves with your family’s circumstances.
Our fees are based on the scope and complexity of the services provided. During our initial consultation, we provide a transparent overview of our pricing structure, ensuring there are no surprises.
Simply reach out to us via our contact page. We’ll schedule a consultation to discuss your needs and explore how we can help secure your family’s legacy.