A family financial house since 1974
Elephant Family Office is the arm of the Elephant Finance Group that serves families, entrepreneurs and private clients — with pension and insurance specialists, lawyers and retirement planning under one roof.
The Elephant story began in 1974 with Chaim Shasha, a licensed insurance agent and the group’s President, who laid the foundations of the group. Since then it has grown into a family financial house serving more than 9,000 clients, combining an independent insurance and pension agency with a law office.
Over the years we saw the same picture again and again: families whose wealth is spread across banks, investment houses, insurers and accountants — each seeing only its own part. A pension decision is made without checking the tax, a will is written without checking the policies, and an asset abroad stays outside the picture.
Elephant Family Office was created to close that gap: one firm that sees the whole picture — pension and insurance, legal and tax — and stays with the family over time.
“We do not sell a product. We build every family a plan — and we stay with it.”
The people behind the plan
Chaim Shasha
Laid the foundations of the Elephant Finance Group in 1974 and has been looking after families for decades.
Asaf Shasha, Adv.
Lawyer and licensed insurance and pension agent. Authorised by Israel’s Administrator General to draw up lasting powers of attorney. Leads the pension and insurance side of every plan.
Omry Shasha, Adv.
Lawyer. Leads the legal and tax aspects of retirement planning, wills and estates, and legal support for clients in Israel and abroad.
Four principles
Discretion
Family information is kept under restricted access, and our lawyers are bound by professional confidentiality.
The whole picture
Every decision is weighed against the full picture: pensions and insurance, law and tax.
Independence
An independent agency working with every insurer and institution — free to choose what is right for the family.
Continuity
A relationship that spans years and generations, not a one-off transaction.