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ADVISING HIGH NET
WORTH FAMILIES

Since 1999

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ABOUT

goldrock

TRUSTED BY FAMILIES

Goldrock is the trusted adviser to high net worth families from around the world. We support client families in the management of all their financial affairs and investments.

Goldrock provides family office services that meet the unique demands of multi-generational families with significant wealth, giving both clear investment advice and guidance on a host of financial issues. We aim to make each family feel as though they were our only client.

Our team comes from a wide variety of professional backgrounds and countries. They bring together deep expertise and knowhow from across a range of disciplines in pursuit of a common goal, serving the best interests of our client families.

Management of significant wealth is a multi-generational endeavor requiring prudence and patience. We construct diversified, risk-appropriate investment portfolios with a focus on wealth preservation and the thoughtful, long-term growth of the family’s asset base. Key to this is our proactive approach in sourcing, reviewing and tracking investment managers.

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THE

GOLDROCK
LEADERSHIP

Our Team

DANIEL GOLDMAN

Partner

  • Over 20 years’ experience in family office management, private equity and investment banking

  • Founded Goldrock in 1999 to answer the needs of his family

  • Advises families on core objectives and values, generational transfer and best practice

  • Has been a non-exec director of many public and private companies, often as lead investor. In addition, active for over 20 years with multiple NGO’s as chairman and founder. He also writes regularly for the Israeli press about Israel and Israeli society

  • Lives in Beit Shemesh with Debralee, their five kids and Archie

DARREN ROCKMAN

Partner

  • Joined Goldrock in 2001
 
  • Over 20 years’ experience in family office management, consulting and investment management
 
  • Advises a range of families and is general manager of the firm
 
  • Holds Bachelors’ Degrees in both Law and in Economics from Monash University, Australia
 
  • Born and bred in Melbourne. Proud husband of Yael and father of four fantastic children. Avid tennis player, gardener and reader of history

DAVID RAM

Partner

  • Joined Goldrock in 2008

  • More than 20 years’ experience in family office management, venture capital and management consulting

  • Heads Goldrock’s investment and platform committees, and advises a number of families

  • Holds B.S. in Finance from Yeshiva University

  • Currently an active board member at Ogen, Israel’s leading social finance organization

  • Originally from Atlanta, David has been living in Israel since 1998 and enjoys spending time with his wife Rochelle and 3 children

Our

Values

Integrity Is Non-Negotiable

Clients Are Our Most Valued Asset

Trust Is Earned Every Day

There Is No Monopoly On Wisdom

Excited To Excel

Integrity Is Non-Negotiable

We maintain a deep relationship of trust with our client families. That requires of us the highest standard of ethical behavior. It is for this reason that Goldrock remains a completely independent firm. We do not receive compensation from anyone other than our clients. We aim to align our interests fully with those of our client families, so that they can be certain they are receiving impartial advice.

Clients Are Our Most Valued Asset

Every member of the Goldrock team works to provide of clients with peace of mind. We care for the interests of client families, the way we care for our own. We strive to create value for clients, whether this be in the management of their investment portfolio, or the in the support we give them across a broad range of financial matters. This requires us to be proactive, looking out for a client’s interest, anticipating challenges before they arrive and studiously managing risk.

Trust Is Earned Every Day

Being a family office means being vigilant. In a definitely uncertain world, we need to be on continual lookout for opportunities but also for hazards. Discretion is a key to everything we do. Our client families know that they can rely on Goldrock to get the job done and to the highest professional standards. Our team works to quickly follow through on the many and varied tasks involved in family office management.

There Is No Monopoly On Wisdom

For over 20 years we have been learning. And we keep learning. This requires both humility and the willingness to keep an open mind. At Goldrock we like to say “there is no such thing as a stupid question”. It is not necessary to over complicate matters. Patience and consistency are virtues that we try embody in all our work.

Excited To Excel

We constantly set the bar higher for ourselves. Our outstanding team of professionals regularly seek out ways we can improve. We are an early adopter of new technologies in service of our families, improving both outcomes and efficiency. Our office is a collaborative environment that encourages everyone to pitch in for the good of our client families. We look to build skills and knowledge across all facets of our work.

Integrity Is Non-Negotiable

We maintain a deep relationship of trust with our client families. That requires of us the highest standard of ethical behavior. It is for this reason that Goldrock remains a completely independent firm. We do not receive compensation from anyone other than our clients. We aim to align our interests fully with those of our client families, so that they can be certain they are receiving impartial advice.

Clients Are Our Most Valued Asset

Every member of the Goldrock team works to provide of clients with peace of mind. We care for the interests of client families, the way we care for our own. We strive to create value for clients, whether this be in the management of their investment portfolio, or the in the support we give them across a broad range of financial matters. This requires us to be proactive, looking out for a client’s interest, anticipating challenges before they arrive and studiously managing risk.

Trust Is Earned Every Day

Being a family office means being vigilant. In a definitely uncertain world, we need to be on continual lookout for opportunities but also for hazards. Discretion is a key to everything we do. Our client families know that they can rely on Goldrock to get the job done and to the highest professional standards. Our team works to quickly follow through on the many and varied tasks involved in family office management.

There Is No Monopoly On Wisdom

For over 20 years we have been learning. And we keep learning. This requires both humility and the willingness to keep an open mind. At Goldrock we like to say “there is no such thing as a stupid question”. It is not necessary to over complicate matters. Patience and consistency are virtues that we try embody in all our work.

Excited To Excel

We constantly set the bar higher for ourselves. Our outstanding team of professionals regularly seek out ways we can improve. We are an early adopter of new technologies in service of our families, improving both outcomes and efficiency. Our office is a collaborative environment that encourages everyone to pitch in for the good of our client families. We look to build skills and knowledge across all facets of our work.

Integrity Is Non-Negotiable

We maintain a deep relationship of trust with our client families. That requires of us the highest standard of ethical behavior. It is for this reason that Goldrock remains a completely independent firm. We do not receive compensation from anyone other than our clients. We aim to align our interests fully with those of our client families, so that they can be certain they are receiving impartial advice.

Clients Are Our Most Valued Asset

Every member of the Goldrock team works to provide of clients with peace of mind. We care for the interests of client families, the way we care for our own. We strive to create value for clients, whether this be in the management of their investment portfolio, or the in the support we give them across a broad range of financial matters. This requires us to be proactive, looking out for a client’s interest, anticipating challenges before they arrive and studiously managing risk.

Trust Is Earned Every Day

Being a family office means being vigilant. In a definitely uncertain world, we need to be on continual lookout for opportunities but also for hazards. Discretion is a key to everything we do. Our client families know that they can rely on Goldrock to get the job done and to the highest professional standards. Our team works to quickly follow through on the many and varied tasks involved in family office management.

There Is No Monopoly On Wisdom

For over 20 years we have been learning. And we keep learning. This requires both humility and the willingness to keep an open mind. At Goldrock we like to say “there is no such thing as a stupid question”. It is not necessary to over complicate matters. Patience and consistency are virtues that we try embody in all our work.

Excited To Excel

We constantly set the bar higher for ourselves. Our outstanding team of professionals regularly seek out ways we can improve. We are an early adopter of new technologies in service of our families, improving both outcomes and efficiency. Our office is a collaborative environment that encourages everyone to pitch in for the good of our client families. We look to build skills and knowledge across all facets of our work.

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WHAT

We do

Investment Advisory

Each individual and each family is unique. Each has its own wants, needs, constraints and risk tolerance. Many also have operating businesses or legacy assets. That’s why, as the first step in any relationship, we build a unique Investment Policy Statement for the family. We review that target model on a regular basis in line with changing markets, opportunities and threats and evolving family circumstances. Sometimes, there are family entities and foundations with an overlay of unique requirements or constraints for which we will make necessary adaptations.

 

From this basis we begin the work of portfolio construction. First, we review the family’s existing portfolio. And to the extent that it aint broke, we don’t fix it. But inevitably there are necessary changes, sometimes at the margins but often fundamental. We go about making those changes, guiding the portfolio over time towards the family’s target allocation. In doing so we use our deep bench of approved passive instruments, third party funds and account managers to construct a diversified portfolio.

FINANCIAL CONCIERGE

Our client families live globally and invest globally. Goldrock is built to support them. We coordinate a range of complex international tax matters. We work alongside tax professionals to deliver comprehensive estate planning solutions that meet the needs of all family members and accounts for their unique asset base.

Administration And Reporting

High net worth families often face the challenge of complexity: How can I to get a clear understanding of a diverse portfolio when it is spread throughout the world? How can I risk manage my holdings when they are held in different banks and institutions?

Using state of the art technology tools, Goldrock provides families a 360-degree view of their financial lives. We consolidate data from banks, funds and businesses around the world to give clients a timely single report that explains their financial lives. Access to information is timely and online, using our Goldrock+ Portal.

Using this information, we are able to conduct in-depth analysis of client family portfolios, which form the basis for ongoing investment decision making.

Since 2020, Goldrock has produced Definitely Uncertain, The Private Wealth Podcast. The podcast helps to unravel the many uncertainties facing high net worth families. Episodes cover a wide range of relevant topics – investment strategies, macro trends, banking, philanthropy

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Ayala 360 Building, 4th Floor Building A.
21 HaMelachot Blvd.
Modiin 7179590, Israel.

www.goldrockcap.com

+972 72 222 1344

+972 72 222 1345

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