The Olympus Method

The Olympus Method, developed by Olympus Financial Strategies for the benefit of its clientele, is a unique method for the management of family wealth, financial planning and financial assets planning, via a personal investment portfolio for the local and international capital and real-estate market. The Olympus method, like similar methods implemented by the world’s richest families, ensures an educated transfer of wealth across generations via smart financial planning and long-term investments’ accompaniment.

The Olympus method is a 5 step method, implemented by Olympus’ staff: among Israel’s top personal financial planners, with vast experience in investment portfolio management, who serve as strictly objective experts on your behalf. Olympus’ personal financial planner will accompany you right from the start, in order to understand your and your family’s financial needs and consolidate a personally tailored financial strategy; on to financial planning and accompanying your investments in the capital and real-estate markets; and all the way through performance evaluation and the provision of operative recommendations for your personal investment portfolio and the mobilization of various investment channels – according to your needs:

1. Analysis and characterization of your existing investments and assets plan

Olympus will characterize your personal financial needs, precisely map out your investment channels and analyze your liabilities, risk and assets balance – as a basis for financial planning and personal investment portfolio management. In addition, Olympus will provide assistance on professional decision making regarding pension, provident funds and study funds, while taking into consideration aspects of tax, and while ensuring you receive improved services and terms.

2. Consolidating a multi-generational family financial strategic plan

Following the characterization of your financial needs, Olympus will determine a financial strategy for the management of your family wealth by planning your long-term local and international investments in the real-estate and capital markets, taking into consideration of risk hedging. In addition, we shall construct an effective legal envelope for the management of the family’s financial assets, for wealth transfer across generations and for legally defending your wealth from exterior

3. Rating investment houses

Olympus has proven expertise in financial planning, in accompanying investments in the capital market and in accompanying real-estate investments. These, coupled with our close acquaintance with various Israeli and international investment houses, banks and real-estate entities and our deep understanding of their motivating interests, will enable you to enjoy an optimal choice of investment managers and of the financial tools to be incorporated within your financial assets’ investment management strategy.

4. Characterization of investment houses and investment channels

Olympus will identify the expertise of different investment houses and provide you with a true advantage when choosing the best investment channels from every financial institute (shares, bonds, foreign bonds) – for high, long-term yields.

5. Control and follow-up

Olympus will follow up on your family’s assets in Israel and abroad on a monthly basis. In this framework it will examine the performance of your personal investment portfolio’s management in comparison with pre-defined goals and with yields presented by investment houses, and with various relevant investment channels and markets.
In accordance to its conclusions, Olympus shall provide proactive recommendations as to the necessary modifications for the management of financial assets and their allocation in accordance with a pre-defined financial strategy.

1. Analysis and characterization of your existing investments and assets plan

Olympus will characterize your personal financial needs, precisely map out your investment channels and analyze your liabilities, risk and assets balance – as a basis for financial planning and personal investment portfolio management. In addition, Olympus will provide assistance on professional decision making regarding pension, provident funds and study funds, while taking into consideration aspects of tax, and while ensuring you receive improved services and terms.

The next step

2. Consolidating a multi-generational family financial strategic plan

Following the characterization of your financial needs, Olympus will determine a financial strategy for the management of your family wealth by planning your long-term local and international investments in the real-estate and capital markets, taking into consideration of risk hedging. In addition, we shall construct an effective legal envelope for the management of the family’s financial assets, for wealth transfer across generations and for legally defending your wealth from exterior

The next step

3. Rating investment houses

Olympus has proven expertise in financial planning, in accompanying investments in the capital market and in accompanying real-estate investments. These, coupled with our close acquaintance with various Israeli and international investment houses, banks and real-estate entities and our deep understanding of their motivating interests, will enable you to enjoy an optimal choice of investment managers and of the financial tools to be incorporated within your financial assets’ investment management strategy.

The next step

4. Characterization of investment houses and investment channels

Olympus will identify the expertise of different investment houses and provide you with a true advantage when choosing the best investment channels from every financial institute (shares, bonds, foreign bonds) – for high, long-term yields.

The next step

5. Control and follow-up

Olympus will follow up on your family’s assets in Israel and abroad on a monthly basis. In this framework it will examine the performance of your personal investment portfolio’s management in comparison with pre-defined goals and with yields presented by investment houses, and with various relevant investment channels and markets.
In accordance to its conclusions, Olympus shall provide proactive recommendations as to the necessary modifications for the management of financial assets and their allocation in accordance with a pre-defined financial strategy.

The next step

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