BIOGRAPHIES
MICHAEL SILVER
Founder
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Michael is the co-founder of Heritage Family Office, founded in 2018.
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Between 1994 & 1999 he held corporate finance positions at firms based in South Africa and London.
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Michael was a partner at Stonehage Fleming and the head of Stonehage Fleming Israel for the period 2010 - 2017. He had various other roles there for the period 1999 - 2010.
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Michael currently serves on the board of a number of non-profit organisations.
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Michael completed a Bachelor of Commerce degree and Honours degree in Finance.
RODNEY SIMON
Founder
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Rodney is the co-founder of Heritage Family Office, founded in 2018.
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He brings over 25 years' experience advising international family office clients.
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Rodney has held positions as head of business operations and manager in corporate finance and litigation support.
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Rodney qualified with a Bachelor of Commerce degree (Accounting, Finance, Taxation) at the University of the Witwatersrand, Johannesburg & completed his Articles.
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He is a member of the Society of Trust and Estate Practitioners
DANNY HOTZ
Client relationship and Business Development Manager
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Danny has over 15 years of experience in both single and multi-family offices.
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He has extensive experience in both real estate and structured products.
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Danny has a degree in industrial Engineering and Management.
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Danny serves on the board of a number of non-profit organisations.
MEIR VALMAN
Investment Analyst
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Research Director & Senior Investment Analyst at Start-Up Nation Central (2018-2022).
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Consulting to the asset management industry at MVP Consulting (2017-2018).
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Head of Investment Due Diligence & Investment Analyst at Gems Investment Research (1998-2017).
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Investment Analyst & reporting on Israel capital markets at Solid Capital Markets (1997-1998).
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Journalist covering the financial sector at London Financial News (1996-1997).
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Meir studied at Cambridge University qualifying in MPhil – International Relations MA History (1st class) and then completed a Post graduate in economics at the London School of Economics
DANIEL PERETZ
CIO, JV Partner
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Founder & C.E.O. of Family Wealth Advisors Ltd (2008).
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Head of Risk Management at Clal Finance; Professional Director of its subsidiary companies.
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Global Fund Manager at Clal Finance.
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Head of proprietary trading at Shrem-Pudim Group.
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Derivatives Strategist at the Investec Group (Israel).
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Daniel has a B.A. in Economics and Management (with honors) and an accounting degree. He is licensed as Investment Advisor by Israel Securities authority (ISA).
MOSHE KLEMPNER
Portfolio Managment
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Portfolio manager with over 30 years’ experience including expertise in effective financial planning strategies.
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Moshe’s experience stems from investment analysis, portfolio and fund management, holding senior positions at major asset managers including Fidelity, Brevan Howard, Meitav, Harel and Analyst IMS, both in Israel and abroad.
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Moshe holds a Masters in Finance & Accounting from the LSE and a Bachelors in Finance & Investments from City University of NY.