our SERVICES model

A POSITION OF TRUST

The Company acts solely for the benefit of the client, without any bias, any conflict of interest and with a comprehensive understanding of the family, its needs and desires. In order to prevent conflict of interest and bias, the Company does not accept any monetary benefit or refunds from third parties.

INVESTMENT STRATEGY

Creating an investment strategy and managing it day by day while adapting it to the needs, cash flow and capital structure of the family. This includes: a professional and in - depth analysis of the investment portfolios, structuring a investment policy, the allocation of assets, making actual changes and producing current reports for all of the family assets. Regular meetings are also held in line with the service level agreement between the company and the family.

PLANNING FOR A GENERATIONAL TRANSITION

The planning, preservation and transfer of the assets to the next generation.

ESTABLISHMENT OF TRUSTS

Examining the possibility / need for the establishment, maintenance and management of trusts in accordance with the needs of the family with the guidance and advice of attorneys and trust companies that specializes in this field.

THE FAMILY'S GATEKEEPERS

Handling investment, credit and fee negotiations with all financial and business entities in Israel and abroad, while reducing the costs and fees paid by the family over the years.

ALTERNATIVE INVESTMENTS

Providing access to alternative investments such as: private equity, private debt, hedge funds, structure products, infrastructures and real estate.

TAXATION

Close and full accompaniment of the overall process: managing the family capital in the optimal manner with regards to taxation. The examination of family tax entities, performing investments in accordance with the type of investments and the legal entities under which they are held as well as reducing the exposure to inheritance tax in the United States with the use of the relevant products.

PROJECTS AND ENTREPRENEURSHIP

Accompaniment in real investments such as: real estate, start - ups, establishing trust / investment partnerships, etc.

SERVICE AND AVAILABILITY

Personal, fast and professional accompaniment with a high level of availability.

PENSION PRODUCTS

Analysis of all the pension holdings of the family, including the managing entities, the investment track record and the management fees. Following the analysis, the maximum numbers of products are transferred to our management through individual retirement account (IRA) and are managed as an integral part of the total wealth. The remainder of the holdings will be handled by us with the relevant governing parties.

WILLS, FINANCIAL AGREEMENTS AND CONTINUOUS POWER OF ATTORNEY

Accompanying the family throughout the process with attorneys who specialize in inheritance law, wills, continuing power of attorney and financial agreements.