Representation of HNW Individuals and Families

Our office holds rich experience in representing and managing the business affairs of high net worth families and individuals (HNWI).

Planning and managing personal and family capital is a complex field.

It requires extensive legal expertise in a diversity of fields together with the ability to gently and sensitively present and guide the client in light of the complexity of mixing business, assets, and family.

Based on our long term experience in providing encompassing comprehensive oversight to individuals and families of high net worth, we offer services on legal, familial and business aspects according to each family’s specific needs.

Our experience has shown that money is not the whole story, certainly when it comes to family. We therefore customize efficient business and legal solutions to each family in the smartest ways possible, according to its needs, having examined multiple aspects and given deep consideration to all parties involved. 

Together with the dedication characteristic of the way we tailor our efforts to our clients’ requirements. When it comes to personal and family capital, it’s not enough to be right: we also need to be diplomatic and empathetic. 

We understand that holders of multiple businesses and assets, with a diverse investment portfolio and international dealings, require focused precision legal consultancy on a wide range of legal issues – which is exactly what our office supplies.

Supported by our Taxation Department, we assist our clients in planning their taxation issues in highly efficient ways, aspiring to reduce or avoid taxation levies wherever possible. 

Our firm’s Corporate and Commercial Department assists high net worth clients manage all their legal affairs. We provide them with discreet efficient and personalized availability, and the uncompromising attention of our departments’ heads, and our legal concierge services in Israel and abroad offered through our network of specialist colleagues locally and internationally.

Every need or request expressed by our clients is handled with the best consultancy and second to none service.

Among our services:

  • Review and implementation of investments in Israel and abroad.
  • Capital planning and preservation for the family, planning and management of inheritances and estates.
  • Management, handling and protection of our clients’ interests as holders of family capital, assets and investments.
  • Planning and implementation of intergenerational transfers of capital, assets and businesses within the family, and drawing up a family charter and agreements among family members (including shareholders agreements for companies in their control).
  • Oversight of prenuptial agreements (prenups) dealing with financial assets and holding of corporations 
  • Establishing private trusts and charitable trusts: trustee consultancy, trustee oversight, ongoing management of Israeli and foreign trusts, and more.
  • Representation in litigation processes including those involved family or inheritance disputes.
  • Transfer of assets without remuneration within the family.
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