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LUX Wealth Management

Clarity.
Vision.
Legacy.

At Lux Wealth Management, we serve as long-term stewards of substantial capital — providing clarity, structure, and continuity for families whose wealth represents achievement, responsibility, and future generations.

Discover our approach
About LUX

Your Family Office —
Stewards of substantial capital.

Dvora Cohen Founder & Chief Investment Officer

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.

Our Approach

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 & Approach

Our founding principles

01

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.

02

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.

03

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 clients

A select group of HNW clients

Lux Wealth Management serves a carefully selected group of Qualified Investors whose financial lives require advanced, holistic solutions.

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.

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.

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.

Leadership

Who we are.

Dvora Cohen, Founder and CIO of LUX Wealth Management

Dvora Cohen

Founder & CIO
LUX Wealth Management

Founded in 2019 by Dvora Cohen, LUX is a specialized Family Office and wealth management firm. 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.

"High-net-worth families require more than asset management — they need a trusted strategic partner."

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.

Prior to founding LUX, Dvora served as CIO at Barak Wealth Management, Investment Manager at Altshuler Shaham, and Account Manager at Excalibur Capital — a career spanning the full breadth of Israel's investment industry.

MBA in Finance

Hebrew University of Jerusalem

Portfolio Manager

Israel Securities Authority

Pension Marketer

Capital Market, Insurance & Savings Authority

Our Philosophy

Stability as the Foundation
of Growth

Disciplined preservation, informed strategy, and human capital.

01

Capital Preservation First

Long-term growth is meaningful only when downside risk is consciously managed.

02

Informed Decision-Making

Advanced analytics, research-driven insights, and scenario planning underpin every recommendation.

03

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.

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.

Capital Markets

Navigating Volatility: A Framework for Disciplined Investors

Market volatility is not an anomaly. The families who navigate turbulence best are those who do the structural work in advance.

Read more →
Global Strategy

Capital Without Borders: How Israeli Families Manage Geopolitical Risk

Israeli high-net-worth families face a structural risk rarely discussed openly: concentration of substantial capital within a single geopolitical jurisdiction.

Read more →
Contact

A discreet
invitation.

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.

Schedule a Consultation

Direct Line

+972-54-7989014

Firm

LUX Wealth Management

Established

2019, Israel