Clarity. Vision. Legacy
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At Lux Wealth Management, we serve as long-term stewards of substantial capital.
Our role extends far beyond portfolio construction. We provide clarity, structure, and continuity for families whose wealth represents achievement, responsibility, and future generations.
We understand that meaningful wealth is not defined solely by performance, but by resilience, discretion, and the ability to endure across market cycles and across time.
Derived from the Latin word for Light, Lux reflects our founding principle:
to illuminate complexity with disciplined judgment, independent thinking, and long-term vision.
Clarity: The Insight to Decide with Confidence
Enduring outcomes begin with the right questions.
Whether your priority is capital preservation, responsible growth, liquidity planning, or legacy design, our process brings structure to complexity and confidence to decision-making.
In an environment defined by noise, volatility, and competing interests, we provide calm judgment, disciplined strategy, and clear perspective — enabling clients to navigate global markets with assurance and foresight.
Values and approuch
​Independent Objectivity
As a fully independent firm, our advice is uncompromised.
We do not manufacture products, manage proprietary funds, or operate under distribution incentives. Every recommendation is guided solely by your interests.
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Holistic Wealth Architecture
We design and oversee the complete financial ecosystem — investments, taxation, legal structures, intergenerational planning, and risk oversight — ensuring that every element works in alignment.
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Institutional Capability, Boutique Discipline
We combine the analytical rigor, access, and global reach of leading financial institutions with the discretion, continuity, and personal accountability of a dedicated Family Office.
Who we serve
A select group of HNW clients
Lux Wealth Management serves a carefully selected group of Qualified Investors whose financial lives require advanced, holistic solutions.
Wealth Navigation
Strategic guidance for
entrepreneurs & senior executives
For those managing concentrated wealth or liquidity events, we provide expert planning on diversification, taxation, succession, and long-term capital deployment.
Family Legacy
Preserving wealth and values
across generations
We help families safeguard their assets, uphold core values, and ensure continuity through thoughtful structuring, governance, and responsible intergenerational transfer.
Future Stewards
Equipping the next generation
with confidence
We work closely with heirs and successors, offering education, frameworks, and governance tools to assume stewardship with clarity and vision.
Who we are
Founded in 2019 by Dvora Cohen, LUX, a specialized Family Office and wealth management firm established in 2019. With over 15 years of experience at the highest levels of Israel’s capital markets and family office industry, Dvora brings a unique blend of strategic insight, investment expertise, and personalized client service.
Prior to founding LUX, Dvora held senior roles including CIO - Chief Investment Officer at Barak Wealth Management, Investment Manager at Altshuler Shaham, Israel’s leading investment house, and Account Manager at Excalibur Capital. This extensive background enables her to deliver institutional-grade financial expertise with a deeply personal, relationship-driven approach.
Dvora holds an MBA in Finance from the Hebrew University of Jerusalem and is a dual-license holder as both a Portfolio Manager (Israel Securities Authority) and a Pension Marketer (Capital Market, Insurance and Savings Authority). This dual certification allows LUX to integrate rigorous global investment oversight with comprehensive, life-long financial planning.
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At LUX, the vision is clear: high-net-worth families require more than asset management—they need a trusted strategic partner. LUX combines investment discipline, regulatory depth, and long-term planning into a cohesive framework, ensuring each client’s wealth is managed with clarity, precision, and foresight.
Our Philosophy
Stability as the Foundation of Growth
Our philosophy rests on disciplined preservation, informed strategy, and human capital.
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Capital Preservation First
Long-term growth is meaningful only when downside risk is consciously managed.
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Informed Decision-Making
Advanced analytics, research-driven insights, and scenario planning underpin every recommendation.
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Human Expertise
Behind every structure and portfolio stands a dedicated professional team — accountable, accessible, and deeply experienced.
What we offer
Confidence through clarity
Our services are designed to reduce complexity while increasing control, transparency, and peace of mind.
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Global Investment Management
Customized portfolios across asset classes, geographies, and currencies — balancing growth objectives with disciplined risk management.
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Alternative Investments
Selective access to Private Equity, Venture Capital, Real Estate, and Hedge Funds, curated through institutional partnerships and rigorous due diligence.
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Intergenerational & Legacy Planning
Coordination of wills, trusts, and ownership structures to ensure orderly, tax-efficient transfer of wealth across generations.
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Tax & Legal Coordination
Strategic oversight of Israeli and international taxation in collaboration with leading advisors, including estate planning and voluntary disclosure processes.
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Risk Oversight & Asset Consolidation
Comprehensive reporting, cost optimization, and continuous monitoring of all family assets — providing a unified view and early identification of emerging risks.
Insights
Clarity is a strategic advantage
In a world of accelerating technological, regulatory, and geopolitical change, informed perspective is essential.
Our Insights platform delivers thoughtful analysis on capital markets, wealth preservation, generational planning, and long-term financial stewardship — supporting clear judgment within complex family structures.
Contact
A discreet invitaion
Every enduring partnership begins with a conversation.
We invite you to engage with Lux Wealth Management through a confidential consultation, where your objectives, concerns, and aspirations are addressed with care, discretion, and rigor.
Email: dvora@lux-wm.com
Direct: +972-54-7989014