Philosof and Co. is a strategic financial advisory firm that helps ultra-high-net-worth families and their enterprises protect and manage their capital while keeping their loved ones strong and united.
With almost 20 years of experience, our comprehensive methodology enables us to lead our clients through a process that is empowering both on the interpersonal and financial levels. Our speciality is in helping families build relationships with money that are healthy and conducive, in order to establish the family as a financial entity and as a fruitful asset for future generations.
With almost 20 years of experience, our comprehensive methodology enables us to lead our clients through a process that is empowering both on the interpersonal and financial levels. Our speciality is in helping families build relationships with money that are healthy and conducive, in order to establish the family as a financial entity and as a fruitful asset for future generations.
Our client base includes both local and international families from the upper echelons of society, ultra-high-net-worth families, business leaders, potential and existing start-up entrepreneurs, senior executives, and family businesses. We are committed to generating lasting results for our clients and leading them and their families toward a life filled with prosperity and fulfillment.
“When money and family meet, it exposes vulnerabilities that could threaten the family's wholeness. Generating economic power over generations is based on family unity and requires open communication, a safe space of respect and belonging, and consideration for each family member's needs, desires, and fulfilment."
Galit Philosof
CEO & Founder
“When money and family meet, it exposes vulnerabilities that could threaten the family's wholeness. Generating economic power over generations is based on family unity and requires open communication, a safe space of respect and belonging, and consideration for each family member's needs, desires, and fulfilment."
Galit is a Wealth Strategy Designer, Behavioral Coach, and Communication Specialist. She has served as Trusted Financial Advisor to Israel’s leading ultra-high-net-worth families and individuals. She is among the founders of the Family Economics coaching industry in Israel and is considered one of the nation’s leading financial coaches. On the international platform, Galit works as a Financial Well-being Advisor at LGA (Lansberg Gersick & Associates), a global professional advisory firm supporting the world’s leading family enterprises to succeed from generation to generation.
For almost 20 years, Galit has guided thousands of families on their way to success and financial well-being. She has led the team with her proprietary ‘Philosof Method’, which is implemented as an integral part of the services we provide. She specializes in developing tailor-made strategies and has the unique ability to rally every family member to work together to achieve their long-term goals. She possesses extraordinary acumen in human behavior and capital, with a keen understanding of how the human psyche and behavior affect the individual’s and family’s financial conduct.
For almost 20 years, Galit has guided thousands of families on their way to success and financial well-being. She has led the team with her proprietary ‘Philosof Method’, which is implemented as an integral part of the services we provide. She specializes in developing tailor-made strategies and has the unique ability to rally every family member to work together to achieve their long-term goals. She possesses extraordinary acumen in human behavior and capital, with a keen understanding of how the human psyche and behavior affect the individual’s and family’s financial conduct.
Our Partnership
with LGA
Philosof & Co. is the exclusive representative in Israel of Lansberg Gersick & Associates (LGA) - a global professional advisory firm supporting the world’s leading family enterprises to succeed from generation to generation.
Since 1997, LGA has worked with hundreds of leading family enterprises in over 30 countries and specialized in all aspects of organizational continuity and complex generational transitions. Their clients include some of the oldest and most successful family businesses in the world. LGA's approach is designed to bring clarity and synchronization between the business and ownership aspects necessary for the success of the family organization.
Since 1997, LGA has worked with hundreds of leading family enterprises in over 30 countries and specialized in all aspects of organizational continuity and complex generational transitions. Their clients include some of the oldest and most successful family businesses in the world. LGA's approach is designed to bring clarity and synchronization between the business and ownership aspects necessary for the success of the family organization.
Using their expertise in organizational and family dynamics, they are able to assist families across a spectrum of needs, addressing simultaneously governance, continuity, strategy, leadership, and policies within the family business. The process is tailored to each family business according to its unique DNA in order to ensure its continuity for generations to come.
Our Core Values
01
Listen to Understand
In addition to analyzing the family’s data, we listen to the people behind the numbers in order to find excellent solutions that are best suited to who they are as individuals and as a family. Through active listening, we are able to conduct a process that grants each family member a sense of respect, security, and belonging to the family and its business.
02
Powerful Creativity
We believe that creativity involves the ability to offer new perspectives and generate innovative ideas. When your family’s capital entails numerous trusts, businesses, estates, and other investments, we are able to look at your financial map from a bird's eye view, connect the dots, and offer creative and holistic solutions tailored to your family’s overall financial needs.
03
Integrity, Directness & Authenticity
Trust is built on a foundation of integrity. This is the most important asset we offer. We are committed to finding solutions that are in keeping with the family’s values, while expressing our opinion and advice in a direct and honest manner, in order to ensure an open, effective and empowering process.
04
Patience & Simplicity
We know that if it isn’t simple, it simply won’t work. Our solutions are easy to implement and are built specifically for the family’s day-to-day life. We are dedicated to leading a process that is safe and stable, with care and patience, so that conflicts are avoided and the entire family act as a united force.
Get in Touch
We would love to hear from you and answer any questions you might have.