Wealth Management Family Office Financial advisor
Lucid Investments is an independent Family Office and Wealth Management firm based in Tel Aviv, serving high-net-worth individuals, entrepreneurs, new Israeli immigrants (Olim), families, and trustees.
Founded by Karen Schwok, former CEO of Banque Pictet & Cie SA (Israel), the firm brings over 23 years of global investment expertise and a deep understanding of sophisticated private-wealth needs.
We focus on delivering personalized, transparent, and conflict-free advisory services, with no hidden sales agendas or product-driven incentives. Our approach centers on strategic asset allocation, long-term portfolio construction, and multi-jurisdictional wealth planning.
Clients trust Lucid Investments for its holistic view of global markets, access to institutional-grade investment solutions, and high-touch service tailored to the unique needs of wealthy families navigating complex financial decisions.
Her work has been featured in Globes, Calcalist, TheMarker, CTech, Private Banker International, and other global financial publications.
Websites: 🔗 https://www.lucid-inv.com 🔗 https://www.lucid-inv.biz
LinkedIn: 🔗 https://www.linkedin.com/in/karen-schwok
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Min project size
$5,000+
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Hourly rate
$300+ / hr
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Employees
2 - 9
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Year founded
Founded 2017
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