LP - Unicorn EN

Our Services

Life management and budgeting

We help you with your personal need, current and future cash flow analysis.

Assessing your actual wealth and current income, diagnosis of short- and medium-term liquidity requirements and long-term goals

Cash-flow projections and reporting

Concierge services - Travel arrangements, Management of holiday properties, private jets and yachts, Private secretary services

Monitoring and Reporting Services

An important tool to ensure you are reaching your financial goals and give you an accurate, in-depth understanding of your total assets.

Consolidated reporting of global bank accounts (including non-bankable assets)

Consolidated performance reporting

Risk reporting

Wealth Management / Investment Services

A holistic approach free from a personal interest in which we coordinate with all the services needed to manage your money and plan your current and future needs

Defining your investment objectives, risk profile, and investment horizon

Local and Global asset allocation

Supporting you with your existing banking relationship, reducing costs and helping you opening new bank accounts if needed.

Discretionary and advisory mandates

Private Equity and Real estate investments

Wealth Planning Services

we will support you with solid wealth planning services while preserving, building and transferring your wealth to the next generation.

Structuring assets and investments to aid tax planning

Advice on ownership, management and distribution of assets

Family Governance Services

Estate Planning Services

Charity & Philanthropy Services

Insurance Services

together with an insurance specialist we choose the best insurance policy for you and your family.

Evaluating a portfolio of insurances and implementing new insurance policies

Renegotiating and amending existing policies

Private placement life insurance as a wealth planning and estate planning tool

Insurance-related to special assets, e.g., aircraft, yachts, art and the like

Trustee and Corporate Services

through our long and personal relationship with different third party providers, we can help you with your corporate issues.

Advice on issues of company incorporation and management in various jurisdictions

Selecting and setting up appropriate jurisdictions for trusts, foundations and other (corporate) structures

Controlling costs of external trust providers

השירותים שלנו

About Us

Unicorn Wealth Management is an independent private company established in 2019 by Yaron & Karmit Boulakia. Together with over 25 years of experience in the global financial markets.

We offer our clients A Suisse standard Wealth Management and Family Office services. Also, we provide our clients a better way to manage and grow their wealth, achieve their own unique needs and the ability to gain more effective control over existing capital, but more importantly, expose them to new global opportunities.

After 12-years living and acquiring professional expertise in Switzerland, Karmit and Yaron decided to move back to Israel to establish Unicorn Wealth Management with the idea to continue serving their existing clients and offering their wide services to new High Net Worth individuals, families, trustees as well as private companies with complete transparency and uncompromised professionalism.

Over 18 years of global financial service experience, began his financial career as Senior Financial Advisor and Portfolio Manager to HNW individual and Institutional clients at Bank Mizrahi, in 2008 he was hired to the private banking industry in Switzerland working in different financial institutes as Senior Relationship Manager specializing in Wealth Management and Family Office Services.

Yaron holds an MBA from the Open University and a BA from the college of management academic studies specializing in Finance & Marketing.

Yaron J. Boulakia

Managing Partner, CEO

Karmit M. Boulakia

Managing Partner

Over 15 years in managing independent businesses, brand promotion, and design mainly in the security domain, in addition, became a professional business and personal trainer, promoted entrepreneurs, business owners, and professionals to achieve success, accompanied by goal-oriented processes while building a vision and short-term action plans to achieve their targets.

Brings creativity, out-of-the-box thinking and the ability to analyze and understand various situations.

Karmit studied psychology and business management in an integrated department, personal and goal-focused business training.

Our Commitment

We understand that money is a very personal thing and so we in Unicorn Wealth Management aim to use this knowledge and experience that we have acquired over the years to bring our clients to their highest success.

We believe in personal attitude, high level of service, complete transparency, and uncompromised professionalism as core values both in connection with our clients and with our service providers.

Unicorn Wealth Management was first created to manage and grow your wealth and the duty to assist you in various personal matters. We offer our clients a solution in maximizing and optimizing their portfolio, in-depth control and time saving for all their varied financial issues.

How do we work with our clients

Planning

With that information, we will use all our knowledge, professional tools and relationships we have accumulated over the years and build you a unique fully comprehensive strategic plan for preserving and increasing your wealth.

Knowledge

At the first meeting, we listen and analyze your current situation. Coordinate expectations for setting goals and objectives for different time horizons and understands the different business and personal needs.

Follow up

Market conditions are changing and do your needs. Therefore, at periodic meetings, we will continue to analyze and review your financial statements regularly while coordinating and maintaining expectations and goals. We will also propose and update new solutions if needed.