Preserving and Growing
Generational Wealth
Intevo is a Tel Aviv-based multi-family office dedicated to safeguarding legacies and cultivating long-term prosperity.
About Us
Intevo is a Tel Aviv-based multi-family office focused on preserving and growing family wealth.
We work with a select number of families, offering strategic counsel across financial assets, investment portfolios, private equity, and real estate.
At Intevo, trust is at the core of everything we do. Through close collaboration, we forge enduring relationships with our clients — harmonizing the legal, fiscal, regulatory, and investment dimensions of wealth into one cohesive strategy.
With deep respect for legacy, we guide families through the complexities of intergenerational wealth transfer, combining discretion with seasoned insight.
Passing the legacy
to the next generation
Core Principles & Services
Comprehensive, disciplined, and deeply personal wealth management.
Wealth Preservation
Long-term capital protection with proactive risk strategies
Tailored Investment Management
Bespoke portfolios based on each family's goals
Manager Selection
Oversight across banks, managers, and jurisdictions
Opportunity Capture
Strategic access to private and public markets
Comprehensive Planning
Tax, estate, and legacy structuring
Family Governance
Succession, education, and philanthropy
Documentation
Full transparency and meticulous archiving
Trust & Transparency
A confidential, client-first approach
Aligned Interests
100% employee-owned and fully independent
No product sales, no affiliations
Compensation only from clients — ensuring absolute objectivity
Leadership
Eran Reinisch
Founder & Managing Partner
Eran has over two decades of experience in banking and wealth management. He founded Excaliber Capital in 2001, following roles at Prudential Securities (Luxembourg and London) and major Israeli banks. Eran holds a B.Soc.Sci in Economics from Tel Aviv University and an M.S.M. from Boston University.
Roey Laufer
Founder & Managing Partner
Roey joined Excaliber Capital in 2018, following five years of experience in leading banks. A Certified Financial Planner (CFP), he brings a methodical, client-focused approach to family wealth management. Roey holds a BA in Economics and Management from The College of Management Academic Studies.
Diversification Strategies
Our investment philosophy embraces prudence, process, and discipline
Broad diversification
Multi-custodian structure
Multi-currency approach
Selective oversight
Portfolios with selective global market exposure
Contact Us
To learn more about Intevo and our services, please reach out directly.
Roey Laufer
Eran Reinisch
All communications are treated with the utmost discretion.