Phoenix Acquires 60% Stake in Goren Family Office to Expand Wealth Management
Phoenix Brooks is acquiring a 60% stake in Goren Family Office as part of its strategy to deepen its presence in wealth management. The move aims to broaden the financial services offered to Phoenix's clients. Founded in 2010, Goren Family Office specializes in supporting wealthy families and clients with financial planning, asset management, investment strategies, retirement solutions, and intergenerational planning. The firm will continue operating under its current management, maintaining its professional model, leading team, and personal client relationships. The transaction is subject to regulatory approval and is led by Oren Cohen, CEO of Phoenix Brooks. Goren founders Nati Shachor and Miki Zakaria expressed confidence that combining the expertise and capabilities of both organizations will create significant value for their clients.
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