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Comprehensive and strategic financial planning for your capital

GSE Family Office - the most advanced and innovative personal and family wealth management firm in Israel, powered  by Giza Singer Even group  , the private equity companies, investment research, and the largest and oldest investment banking in Israel.


GSE Family Office provides a wide range of unique and innovative financial management and investment services for the assets of the family, with an emphasis on building an investment allocation rich in analysis-based products, in-depth research and approval by a professional investment committee, which includes "traditional" capital market investments, "alternative" investments and real estate investments , in Israel and abroad. In addition, the firm offers a variety of consulting services for family wealth management, including: tax planning, generational wealth transfer, pension and insurance consulting.


Dana Golan, CEO of the firm, is a Certified Financial Planner (CFP), holds an investment management license from and a BA in economics with a specialization in Finance. Dana has over 20 years of experience in the capital market (formerly CEO of Alumoth Investment House) and in family wealth management.


The values of the firm: Full discretion, professional objectivity, family Transparency and identity of interests, highest professionalism, service and personal attention.

200420 DANA GOLAN Brochure A4 press-1.jp
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GIZA SINGER EVEN

About Giza Singer Even Group

The largest and oldest private equity, research and investment banking firm in Israel.

The firm was established over 30 years ago and through over 70 consultants and investment bankers, who combine knowledge and rich practical experience in the financial world, the group manages approximately 2 billion NIS and takes a central part in advising most of the large and significant public and private transactions in the economy

Active divisions in the group

GSE Family Office- Family wealth management

 

  • Property planning and management.

  • Cash flow management

  • Alternative investments

  • Retirement planning

  • Pension and insurance consulting

  • Inheritance planning and intergenerational wealth transfer

GSE Capital- Private Investment funds

 

  • Business loan fund

  • Mazenin loan fund

  • Mortgage fund

  • Sela - Real Estate Fund

  • Private investment management

GSE Financial & Investment Banking

 

  • Investment banking

  • Valuations

  • Corporate financing

  • Project financing

  • Adequate tests Restructuring

GSE Analytical Research & Corporate governance

 

  • Analyzes of Israel's debt

  • Analyzes of Israeli stocks

  • Analyzes of foreign securities

  • Corporate governance rating

  • Analysis of private transactions

GSE Capital Markets Investment house

 

  • Management of investment portfolios

  • Trust fund management

GSE underwriting & distribution of marketable securities

 

  • Investment banking

  • Distribution of marketable securities

  • Underwriting of issues

The Team

Jacob Orbach

Jacob Orbach

Chairman of the Board

Chairman of Giza Singer Even Capital and managing partner of the Mazenin loan fund in the group. Prior to that, he held a long series of senior positions at Bank Hapoalim, including: deputy to the bank's CEO, manager of the business division, and chief auditor.

Dana Golan

Dana Golan

CEO

Economist, certified financial planner (CFP), Holds Israeli Investment Advisor License and B.A in economics with a specialization in Finance. She has extensive experience in the capital market and in family wealth management. Before that, she managed the Alomot Investment House.

Udi Rosenberg

Udi Rosenberg

Director

CEO of Giza Singer Even Capital and managing partner of Mazin Loan Fund in the group. Before that, he held a long series of senior positions, including: CEO of Giza Singer Even, CEO of the analysis company GSE Analytical Research, credit manager of Migdal.

Yariv Philosophe

Yariv Philosophe

Director

CEO of Giza Singer Even Ltd. Investment banker, expert in initiating private and public debt and equity transactions. Over the years, he took an active part in advising and accompanying the largest and most complex transactions in the Israeli economy.

Yehiel Even

Yehiel Even

Director

Chairman of Giza Singer Even Ltd. and managing partner of the loan fund for small and medium businesses in the group. Expert in valuations and analysis of companies and transactions. In recent years, he managed the fund for small and medium-sized businesses under the state guarantee

The relative advantages of GSE Family Office in the field of initiating and managing investments are as follows:

In terms of traditional investments:

 

  • GSE Analytical Research and Corporate Governance - the largest and leading research and analysis company in Israel

The company was established more than a decade ago and through three specialized desks, the company's economists analyze, on a regular quarterly basis, the debt servicing capacity of all the companies that issued negotiable and private bonds on the Tel Aviv Stock Exchange; The economic value of all the companies, whose shares are traded on the Tel Aviv Stock Exchange; and the capital value (shares and bonds) of hundreds of foreign issuers on various stock exchanges around the world. In addition, the company's analyzes include weekly investment recommendations.


The company's clients are most of the insurance companies and investment houses in the capital market, mutual fund companies, investment advisors in most banks, transaction and brokerage rooms, family offices, and others.

 

  • Dana Golan, CEO of GSE Family Office

An experienced and very professional investment manager, involved, personally and regularly, in the viability of investing in every stock held in the investment portfolio.

 

  • GSE capital markets

A boutique investment house, from the Giza Singer Even group, which manages investment portfolios and mutual funds.

In terms of alternative investments:


GSE Family Office offers its clients investment options in a very wide variety of "alternative" transactions, which are not open for investment to private investors.


GSE Family Office benefits from the deep professional capabilities of managers in the Giza Singer Even Group in analyzing private transactions and investing in funds.


Alternative investment products are offered

  • Debt and private equity transactions with the institutional and banks;

  • Investment in debt and private equity funds, alongside the institutional;

  • Investment in hedge funds, alongside the institutional;

  • Participation in the investments of the private debt funds of Giza Singer Even Capital

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