ABOUT US
At The Circle Family Office ("TCFO") we focus on the relationship with our clients and partners, and consider it a privilege being able to work together. We strive to understand but also anticipate our clients’ agenda and needs in order to create bespoke solutions globally, sustainably and responsibly.
Trust is our DNA. we want to create a platform where everyone has a voice and can equally contribute from her/his entrepreneurial skill in a dynamic and professional environment.We are dedicated to providing top-notch financial services tailored to meet your unique needs. Our team of experts is committed to guiding you through a seamless financial journey, helping you achieve your goals and secure your future.
At TCFO, we take pride in offering a comprehensive range of financial solutions, Our personalized approach ensures that every client receives the attention and support they deserve, empowering them to make informed decisions and thrive financially.
With a focus on integrity and innovation, we stand out from the competition by delivering exceptional value and fostering long-term relationships with our clients. Discover the TCFO difference and embark on a journey towards financial prosperity today.
OUR DEDICATED TEAM
Meet the passionate individuals who drive TCFO's success.
Dr. Udi Dahan
Founder
The visionary leader behind TCFO, Udi is dedicated to empowering clients and partners shaping a brighter financial future.
Udi has more than 20 years of experience in banking and finance, mostly in various leadership positions such as Business Area Head at LGT Bank in Switzerland, CEO of UBS WM in Israel as well as Banking Division Head at U-Bank in Israel. In those roles Udi has gained extensive experience in managing assets of private clients and institutions across various asset classes, regions and risks.
Udi has a BSc in Economics and computer Sciences from Tel-Aviv University, an MSc from St. Gallen University, an MBA from Nanyang Technological University, a PhD from St. Gallen University and an Executive Advanced Management Certificate (AMP - 196) from Harvard Business School.
JANE SMITH
Financial Advisor
With a wealth of expertise, Jane is committed to helping clients make informed financial decisions and achieve their aspirations.
MICHAEL WILLIAMS
Investment Specialist
Michael brings a strategic mindset to the team, guiding clients towards intelligent investment opportunities and sustainable growth.
EMILY BROWN
Client Relations Manager
Emily is dedicated to providing exceptional service, ensuring that each client's experience with My Site is nothing short of exceptional.