Shari Arison's Family Office (SAFO)

We manage a diversified portfolio through leading international funds and global investment managers, with a commitment to creating long-term value and to having a positive, responsible, and meaningful impact on people, communities, and the environment.
The family office provides services and advice to Shari Arison's family.

About

For over three decades, we have been guided by the vision: "Doing Good is Good Business."

SAFO is a values-based family office and investment platform that operates through carefully selected international leading funds and investment managers.

We seek to generate meaningful long-term returns while integrating responsible investments that are mindful of their social and environmental impact. Our investment approach combines financial performance with a commitment to the values of responsibility, sustainability, and a positive contribution to the world.

Inspired by Shari Arison’s Doing Good Vision, we work in collaboration with strategic partners who share our worldview and integrate ESG and impact principles throughout every stage of the investment process – from the selection of managers and funds to portfolio construction.

Areas of Investment

Climate/ Energy/ Water/ Forestry

Creating a more sustainable future

Food Tech

Ensuring global food security and plant-based alternatives to meat

Healthcare

Better access to healthcare

Education

Empowering individuals to succeed and strengthen societies

Mobility

Transforming cities, increasing access, reducing pollution

Real Estate

Caring for individuals

AI/Robotics

Empowering humanity through technology

Circular Economy

Limiting resource waste while increasing efficiency

2024

The completion of the sale of all Bank Hapoalim shares.

Arison Investments explores opportunities in international businesses that bring added value for humanity.

Arison Investments continues to invest and develop its portfolio, according to strategic themes that create a positive impact on people and society

Arison Investments begins to implement and diversify its portfolio of investments, according to the guidelines and strategy of impact investing

The international water company, Miya, specializing in efficient urban water systems, is sold to the global private equity fund Bridgepoint

Salt of the Earth is sold to Fortissimo Capital, and LR Electronics is sold

After more than 20 years, Arison Holdings sells some of its Bank Hapoalim shares and ceases to have a controlling interest in the bank

Arison Investments sells Shikun & Binui to the Saidoff Group, after 22 years of holding the company’s controlling interest

Shari Arison establishes The Doing Good Model company, to integrating values into the heart of businesses and organizations, and David Arison is appointed CEO of this organization

Shari Arison Family Office (SAFO) diversifies its investments into a range of impact investments

Selling of Bio Medical Instruments

Shari Arison’s vision and her approach to business and philanthropy since 1997 comes to fruition with the launch of The Doing Good Model

Arison Investment launches Miya, an international water company Shari Arison founded to secure the abundance of fresh water in the world

Arison Investments acquires the controlling stake at Israel Salt Industries, transforming it into a private company and renaming it Salt of the Earth

Arison Investments becomes the controlling shareholder of Bank Hapoalim

Arison Investments buys out partners and becomes the controlling shareholder of Shikun & Binui, by acquiring the shares from 441 employees

Efrat Peled is appointed CEO of Arison Investments, and in 2009 she is appointed Chairman of Arison Investments

Selling of Eurocom Communication and Eurocom Mobile

Shari Arison launches the Shari Arison Family Office (SAFO) in Miami, and Efrat Peled is appointed its CEO

Ted Arison passes away, and Shari Arison takes the lead

Acquisition of Bio Medical Instruments, and selling of Orband, Nirlat, Oryam, and Mirabilis

The controlling interest of Bank Hapoalim is sold to the Arison-Dankner Group and other partners

Acquisition of Eurocom Communications and Mirabilis

Acquisition of infrastructure and real estate conglomerate Shikun & Binui, and selling of Orlev

Acquisition of Bank Hapoalim shares and Eurocom Mobile

Acquisition of LR Electronics and Oryam Construction

Acquisition of Nirlat

Acquisition of Orlev and Orband

Businessman and philanthropist Ted Arison, founder of Carnival Cruise Lines, launched Arison Investments

The Team

The Arison family has a long-established vision of Doing Good, and at Arison investments we believe Doing Good is Good Business.

Drawing upon the individual interests and passions of our board members, Arison Investments strives to create opportunities that bring about positive impact, aligned with various ESG factors,and The Doing Good Model.

SAFO’s professional team brings experience and expertise in global investments, fund management, impact strategy, and responsible investments.

Our work is guided by the vision: “Doing Good is Good Business” – an approach that combines financial value creation with a positive impact on people, communities, and companies around the world.

Shari Arison

Owner, Arison Group

Jason Arison

Chairman, The Ted Arison Family Foundation,
and Board Member, Arison Investments

David Arison

Impact Investor and Philanthropist
Owner of gr8day Investments

Efrat Peled

President and CEO, SAFO

David (Dave) A. VanEgmond

VE Advisory SAFO

Efrat Peled

President and CEO, SAFO

Nan Zheng

Chief Investment Officer, SAFO

Frank Garcia

CFO, SAFO

Itzik Revach

CFO Israel, and Head of Private Equity, SAFO

Ido Stern

Chief Legal and Business, SAFO

Doing good is good business

Business Impact

Our investment philosophy connects our financial goals with universal values at the core of all investment decisions, in the fabric of our everyday life, impacting people, the planet, and society at large.