About Lucid Investments
Independent wealth management rooted in discretion, clarity, and Swiss standards
Lucid Investments is an independent multi-family office specializing in holistic wealth management, global investments, and financial guidance for families, entrepreneurs, and high-net-worth individuals.
The firm was founded by Karen Schwok, former CEO of Banque Pictet & Cie SA (Israel), after more than 23 years of experience advising clients across global markets, credit strategies, risk management, reporting, and personalized financial planning.
With deep understanding of the financial needs of Israeli and international families, we provide:
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Full-scope financial planning
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Cash-flow and liquidity management
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Risk management
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Tax-aware investment planning
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Post-exit and RSU guidance
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Support in opening and managing global banking relationships
Our mission is to deliver clear, unbiased, and fully aligned advice — helping our clients make confident financial decisions and build a stable, long-term wealth structure for their families.
Our Philosophy
We combine Swiss standards of wealth management with deep expertise in global markets.
Our approach is built on full independence, complete transparency, and rigorous risk management — with no conflicts of interest and no product sales.
We believe in long-term personal relationships, multi-generational planning, and crafting investment solutions tailored to each family and entrepreneur.
Our mission is to protect family wealth, help it grow responsibly, and ensure its secure transition to the next generation.
Why Families and Entrepreneurs Choose Lucid Investments
Swiss Standards of Wealth Management
Discreet guidance, disciplined oversight, and conflict-free advice — modeled after leading Swiss private banks.
Independent, With No Conflicts of Interest
We act solely in your best interest, providing unbiased financial planning and long-term wealth management.
23 Years of Experience in Global Markets
Management of complex investment portfolios, multi-family support, entrepreneurs, and international banking relationships.
Expertise in RSU, Exit Planning & Complex Asset Structures
Comprehensive financial guidance before and after an exit, tax-aware strategies, and tailored solutions for founders and executives.
Proven Experience Supporting Multi-Generational Families
Cross-border wealth planning, inheritance structuring, and secure, efficient transition of family wealth.
Who Is Lucid Investments Right For?
• Families with complex asset structures
• Entrepreneurs before or after an exit
• Executives and employees with RSUs
• Global families with assets in Israel and abroad
GLOBAL CUSTODY, FULL TRANSPARENCY
Client assets are held in leading international custodian banks, ensuring full transparency, access, and institutional-grade safekeeping.
We work across multiple custodians, enabling us to:
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Compare solutions and pricing
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Avoid concentration risk
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Select the most suitable banking platform for each client’s needs
We also guide families navigating relocation and Aliya planning, ensuring their global banking and investment structure remains aligned across jurisdictions.
You always retain full ownership and control of your assets.
Lucid Investments acts as your advisor, not as your custodian.
Publications and interviews in leading media outlets in Israel and worldwide
IN THE
NEWS
Long term Investment strategy in a changing global market driven by AI
Globes I 16.09.2025
Karen Schwok was interviewed by globes, one of Israel's leading financial media outlets, where she shared her investment approach in today's rapidly changing markets. She highlighted the importance of increasing global exposure, particularly to the U.S., while carefully identifying opportunities in Israel's technology and defense sectors. In the interview, Karen outlines Lucid Investments philosophy - balancing diversification, risk management, and long-term discipline, with cautious optimism regarding AI trends and the U.S. economy.
Calcalist podcast
Calcalist I 05.08.2025
Interview of Karen Schwok by Dan Kachanovsky, Scala-IL last week on the podcast “רכבת ההשקעות” to talk about how high‑net‑worth families can preserve and grow their financial legacy amid market turbulence.We discussed practical strategies for navigating today’s ever‑changing global environment — from smart asset allocation to multi‑generational wealth transfer — and the evolving role of wealth managers and family officers in such dynamic times. Full podcast
Globes 40 Under 40 Award - Judges panel
Globes I 31.03.2025
Globes has announced the winners of its 2025 Israel Leadership Project – 40-Under-40, marking 20 consecutive years in which the project identifies and showcases the country’s most promising young leaders across business, technology, finance, public service, and culture. Karen Schwok, Founder & CEO of Lucid Investments, served on the expert judging panel for Finance & Economy, alongside Eyal Ben Simon CEO, Phoenix Insurance, Amir Eyal – Chairman, Infinity Group, Gal Bar Dea, Former CEO, One Zero Bank, Dr. Hedva Ber – Deputy CEO, eToro; former Supervisor of Banks in Israel
AN INDEPENDENT
ADVISORY FIRM
We prioritize transparency and integrity in everything we do.
Our compensation is based on a clear and straightforward advisory fee, with no sales commissions and no hidden incentives.
Because we are fully independent from banks and financial institutions, we are free to evaluate your needs objectively and select the most suitable solutions — across custodians, managers and global markets.
We act solely in the interests of our clients.
We are not compensated by any third party for the recommendations we make.
Ever.
A DYNAMIC AND DISCIPLINED INVESTMENT APPROACH
We take a holistic view of your financial landscape, integrating long-term objectives, liquidity needs, equity-based compensation such as RSUs, and risk considerations into a clear, structured investment strategy.
Our investment team approach combines global asset allocation, rigorous research, and ongoing monitoring to help navigate changing market environments thoughtfully and effectively.
We focus on preserving capital, managing risk, and participating in growth over time — rather than reacting to short-term market movements.
This disciplined process supports financial stability and clarity across market cycles.
LET'S BEGIN A CONVERSATION
We would be pleased to learn more about your family, your goals, and how we can support you. You are welcome to schedule a short introductory call to explore whether our approach is the right fit.
Ha Mered street 25, 18th floor
Tel Aviv 6812508, Israel
E-mail: info@lucid-inv.com
Tel: +972 (0) 3 635 15 59
