Human service · Premium
Yair Levy Wald Family Office
External direction for owners who run more than one company, hold diversified assets, and need someone who thinks about the whole system. Not agency. Not consultant. A dedicated Family Officer.
Book private conversation →What is this service
A private service serving a limited group of simultaneous clients. Yair acts as Family Officer: coordinates the strategy of the owner's companies, their wealth, and the decisions that cross between both worlds. Bi-weekly meetings. Direct access all month. The complete system applied to your group.
Who is it for
Owners with two or more operating companies, relevant real estate or financial wealth, and without an internal general director who integrates everything. People who make decisions alone and want someone to think with. Typical profile: consolidated group billing over USD 2M annually.
How we work
30-day onboarding: diagnostic for each entity + wealth and family dimensions for the owner. Onboarding output: complete map of the group.
Permanent operation: 30-minute meetings every 15 days, prioritized agenda on the critical areas of the moment. Direct WhatsApp with Yair for urgent decisions. Quarterly review of all areas with priority adjustments.
Confidentiality
Mutual NDA upfront. Nothing leaves the private circuit. I don't mention clients in posts, events, or conversations with others. The only people who know we work together are the ones you decide should know.
Precio
USD 5,000/month
Mandatory USD 3,000 onboarding upfront. Limited seats (maximum 5 simultaneous clients).
Book private conversation →Preguntas frecuentes
Is there exclusivity by industry?
Yes. I don't work with two groups from the same sector at the same time.
Can I add my partner or accountant to the service?
Yes. Meetings can include up to 2 additional people from the owner's inner circle.
How long does a typical engagement last?
Minimum 12 months. Most clients continue year over year.