Multi-Family Office · Tel Aviv
Preserving & Growing
Generational Wealth
Dedicated to safeguarding legacies and cultivating long-term prosperity for select families.
About Intevo
“Passing the legacy
to the next generation”
Trust at the core of
everything we do
Intevo is a Tel Aviv-based multi-family office focused on preserving and growing family wealth. We work with a selected number of families, offering strategic counsel across financial assets, investment portfolios, private equity, and real estate.
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.
What We Do
Core Principles
& Services
Comprehensive, disciplined, and deeply personal wealth management.
Wealth Preservation
Long-term capital protection with proactive risk strategies
Tailored Investment
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
Our Philosophy
Aligned
Interests
100% employee-owned and fully independent
No product sales, no affiliations
Compensation only from clients — ensuring absolute objectivity
Who We Are
Leadership
Founded by Eran Reinisch and Roey Laufer, who bring complementary expertise in banking, wealth management, and client advisory.
Eran Reinisch
Founder & Managing Partner
Eran has over two decades of experience in banking and wealth management. He previously 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, Tel Aviv and an M.S.M. from Boston University, USA.
Roey Laufer
Founder & Managing Partner
Roey is a Certified Financial Planner (CFP), bringing a methodical, client-focused approach to family wealth management. Formerly joining Excaliber Capital in 2018, after five years of experience in leading banks. Roey holds a BA in Economics and Management from The College of Management Academic Studies, Israel.
Investment Philosophy
Diversification
Strategies
Our investment philosophy embraces prudence, process, and discipline.
Asset Classes
Broad diversification across equity, fixed income, alternatives, and real assets
Banks
Multi-custodian structure for security and redundancy
Currency
Multi-currency approach to mitigate exchange risk
Managers
Selective oversight of external and internal managers
Geography
Portfolios with selective global market exposure
Get in Touch
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.