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SINCE 2013

R B M

ENRICHING LIVES

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OUR VISION

Enriching Lives.

Focusing on Your Interests.

RBM is your long-term partner - enriching your life, protecting and growing your wealth, and connecting you to meaningful opportunities across generations

OUR MISSION

To become your long-term partner, handling every aspect of your financial and business related family life

Our role is to simplify complexity, provide access to opportunities, and ensure your wealth is preserved, grown, and passed on with integrity, clarity and confidence.

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OUR SOLUTION

A unified home for your wealth

RBM serves as your private family office
a single, trusted home that brings clarity and harmony.

We connect every piece of your wealth
investments, banks, advisors, legal and tax structures, into one coherent strategy, managed by an experienced, multi-disciplinary team dedicated solely to your interests. Acting as your central experts across institutions.

RBM provides strategic Wealth Management, risk oversight and access to curated opportunities
all tailored to your values, goals, and family legacy

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WHY RBM

Expertise in navigating family dynamics and complex decisions

An experienced trusted team 

Air  Force DNA

Global & Cross Border

Warmth & Trust 

Boutique & Personal

Alignment

Advanced Intelligence

Holistic

Enduring Relationships

Ruli Ben Michael

Ruli Ben-Michael

Founder & CEO

THE RBM TEAM

Senior, experienced and international

Diverse expertise

Finance, law, entrepreneurship, real assets.

A seasoned team that has worked together for years

Aligned, trusted, and fully committed to our clients’  success.

Professionalism of the Air Force ethos

With a family-like attitude.


Trusted track record

Guiding families through key decisions.

Lior Cherchy Dweck

Lior Cherchy Dweck

Head of Legal and Business Development

Omri Kaftzan

Omri Kaftzan

Chief Investment Officer

Anna Rozentul

Anna Rozentul

Relationship Manager & Operations

Vicky Glazer

Vicky Glazer

Relationship Manager & Controller

Our Clients

Entrepreneurs

(post-exit, tech, innovation)

Expats

& global citizens

Multi-generational families building structures for smooth wealth transfer

First-generation

wealth creators

Investors seeking access to Israel’s innovation

OUR PROMISE

We turn complexity into confidence,

and relationships into enduring legacies.

Every solution we craft is tailor-made, reflecting your values, ambitions, and the life you wish to live.

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​RBM Securities  |   Email: Ruli@rbm.co.il

Mobile: +972 52 2866047  

© 2026 RBM

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