Family Office

Heritage Family Office Partners Ltd

Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy. * We are a bi-lingual multi-family office whose founders have decades of

Headquarters
Herzliya

Decision-makers

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CIO
Irit Orr
Office Manager
Terence Klingman
CIO
Greg Narunsky
Founding Investor
Rodney Simon
Co-Founder
Michael Silver
Co-Founder
Meir Valman
Senior Analyst
Michael Silver
Co-Founder
Terence Klingman
Chief Investment Officer
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