About Us
Welcome to KY Financial Group, an Israeli financial leader designed by industry veterans to serve a limited number of high-net-worth families and individuals at the most intimate level and with the highest standard of service and care
Our Values
Transparency
Ownership
Creativity
These 3-core values were crystalized with more than 6 decades of combined experience managing funds and other needs of the wealthiest families in Israel in various positions. Our team is committed to helping you and your family achieve your financial goals and objectives, while also providing a top-tier level of service to meet all your needs, even beyond your expectations
Transparency
At KY Financial Group, we believe that transparency is essential to building trust and maintaining strong relationships with our clients. Our leadership serves our clients personally, hand in hand, with clear, concise information about their capital investments, including regular reports and updates on performance, as well as detailed information on fees and expenses.
Our team is always available to answer any questions our clients may have and provide additional information and direction as needed. We believe that by maintaining open lines of communication, we can work together with our clients to achieve their financial goals
Ownership
Keeping the Jewish saying “It’s better to have a good reputation than to have good oil” at heart, ownership is in our DNA as individuals and professionals. It leads us in every action and decision we make and we believe it’s what differentiates us and drives our growth
Creativity
We take a creative approach to investing, balancing the need for capital preservation while looking beyond traditional strategies to offer our clients the potential for long-term growth. Our team has extensive experience in a wide range of investment strategies, including alternative investments, private debt, structured finance, and real estate. We believe that by diversifying our clients' portfolios and actively seeking unique opportunities, we can help our clients achieve their financial goals while minimizing risk