The digital family office

Turn your money into a freedom date.

Freedom Summit Capital reads your income, spending and savings — and shows the exact year you could stop working. A live plan, built in five minutes. Free.

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Wealth Score
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Freedom in
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vs a 4% bank
No account · no card~5 min · updates livePrivate · never sold
Projected wealth · 20 yrsSAMPLE
₪0
Invested with us vs. left in a bank
With us · ~10%Bank · 4%
You should invest ₪4,200/mo
Gain left behind +₪1.9M
Wealth ScoreSmart BudgetRisk ProfileModel PortfolioFreedom DateTax Optimization Wealth ScoreSmart BudgetRisk ProfileModel PortfolioFreedom DateTax Optimization
The problem

You'll earn a fortune in your life.
Where will it go?

₪0
earned by a typical household over a career — yet most reach their sixties living paycheck to paycheck. The problem was never the income. It was never having a plan.

Spending on autopilot

Money leaks every month with no framework to catch it — small choices, big lifetime cost.

No clear target

No idea how much is actually "enough" to stop working — so the goalposts never stop moving.

"Someday" never comes

A freedom with no date stays a wish. What gets measured — and dated — gets done.

Why we exist

Wealth isn't about becoming rich.
It's about becoming free.

Freedom is waking up knowing your future is organized and your family is protected. It's making decisions because you want to — not because you have to. It's having options.

So we reject market-timing, trends and shortcuts. Wealth is built through discipline — small decisions, repeated for decades, compounding into extraordinary outcomes.

The Freedom Principle™

A disciplined path to
lasting wealth.

Six steps guide everything we build — every dashboard, calculator and recommendation. Each one answers a single question: does this move you closer to freedom?

STEP 01

Earn with purpose

Your income is the engine. Grow your skills, your value and your earning power — your career is your first investment.

STEP 02

Spend with intention

Every shekel gets a job — 55% essentials · 15% investing · 5% safety · 15% lifestyle · 10% giving. A framework, not a restriction.

STEP 03

Invest with discipline

Own productive assets for the long run: global diversification, evidence-based and systematic. Patience over prediction.

STEP 04

Build lasting wealth

More than a portfolio — real estate, retirement, business, reserves and knowledge, all moving toward one goal.

STEP 05

Protect what matters

Emergency reserves, insurance, responsible debt and estate planning — prepared for opportunity and uncertainty alike.

STEP 06

Live with freedom

The point of it all: time with the people you love, meaningful work, and retiring on your own terms.

What we do

A family office — for your household.

The organization, discipline and reporting once reserved for the ultra-wealthy — rebuilt for everyday families.

Wealth Score

One honest number — how efficiently your money works, and where to improve.

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Risk profile

A portfolio that fits you — not a template.

100%
of every earning shekel
Hover a category to see what belongs in it

Smart budget

The 55·15·5·15·10 framework — every shekel gets a job before the month begins, so nothing leaks.
Essentials55%Rent or mortgage, utilities, groceries, insurance, transport & minimum loan payments — the roof over your head and the lights on.
Investing15%Index funds & ETFs, pension and keren hishtalmut top-ups, monthly brokerage contributions — the engine of your freedom date.
Safety net5%A cash emergency fund, built until you hold 3–6 months of essential expenses — so a bad month never derails the plan.
Lifestyle15%Dining out, travel, shopping, subscriptions, hobbies — the guilt-free spending that makes the plan livable.
Giving10%Tzedakah / maaser, charity and gifts to the people you love — values built into the budget, not an afterthought.

Model portfolio

Diversified, with realistic sourced returns.

Tax optimization

Keep more of what you earn — reported & filed.

The free simulation

See it happen in real time.

Drag the slider — this is exactly the kind of live math the simulation runs on your real numbers.

Invest each month₪2,000

Compounded at ~10%/yr for 20 years — illustrative, nominal. This is the engine behind your freedom date.

1 · Enter your numbers → live Wealth Score & budget

2 · Get a risk-matched model portfolio

3 · See your freedom date & the gain vs a bank

In 20 years you'd have
₪1,436,600
With us₪1.44M
4% bank₪0.73M
Grey = what you put in · gradient = growth
Run it on my real numbers →
Meet the founder

Behind every recommendation is
someone who stands behind it.

I'm Avigdor, co-founder of Freedom Summit Capital — not a call centre, not a robo-advisor. I'm the person behind every model, every assumption, and every decision that powers it. I built it because my own family deserved a better way to build long-term wealth — and I believe yours does too.

Avigdor Ovadia
Co-founder · Freedom Summit Capital
Husband & father of three Based in Israel Institutional auditor
"Every family deserves institutional-quality wealth management — not just the wealthy."
2019 — 2020EY
Audit, governance & rigorous analysis
Ernst & Young · Paris 🇫🇷

Where I learned the discipline of institutional finance — reading the numbers others gloss over.

2021 — 2023SerVC
Venture-capital fund administration
SerVC · Herzliya 🇮🇱

Backing Israel's most innovative startups — and seeing first-hand how long-term wealth is really built.

2023 — 2026Deloitte
Senior Financial Auditor
Deloitte Israel · international businesses 🌐

An institutional lens on risk and value that most advisors never get to build.

TodayFreedomSummitCapital
Co-founder — building the digital family office
In parallel, helping private families take control

The missing piece I always wished existed: institutional finance, rebuilt for every household.

Take control

Your future is too important
to leave to chance.

Know your number

The exact wealth that sets you free — no more guessing.

A real date, not "someday"

Turn a vague wish into a plan you can act on today.

Money that works for you

Put every shekel to work — building your family's future on purpose.

Going further

Start free. Go as far as you want.

The simulation is yours, free. When you're ready to act on it, we're here.

Step 1 · free

The simulation

₪0

Your Wealth Score, budget, portfolio and freedom date — emailed as a full report.

Start free
Most popular

Full report & setup

₪1,490 once

Deep analysis, brokerage-account setup at the lowest fees, and a face-to-face Zoom on your strategy.

See my plan →
Ongoing

Managed wealth

from 1.5%/yr

We build, manage & rebalance your portfolio — live platform, advisor sessions and tax filing.

Explore tracks
Your freedom, quantified

Stop guessing about your future.
Find your freedom date.