Phoenix Brokers Acquires 60% Stake in Goren Family Office
Goren Family Office has long specialized in wealth management for high-net-worth clients. This acquisition marks a significant step in Phoenix Brokers' growth strategy within the sector.
It has come to the attention of Globes that Phoenix Brokers is acquiring 60% of Goren Family Office, a move intended to deepen the insurance group's activity in the wealth management sector as part of expanding the financial solutions provided to its clients.
Goren Family Office, founded in 2010, has operated for years in accompanying families and high-net-worth clients, combining expertise in financial planning, wealth management, investments, retirement solutions, and intergenerational planning.
Goren will continue to operate under its current management, maintaining its professional model, leadership team, and personal connection with its clients.
The completion of the transaction is subject to regulatory approval and was led by Oren Cohen, CEO of Phoenix Brokers.
Nati Shahor and Miki Zacharia, founders of Goren Family Office, who announced the news to clients this evening, stated their belief that the combination of knowledge, experience, and capabilities of the two organizations will create significant value for their clients.
