Finance, law and retirement — under one roof.
Personal guidance for families, entrepreneurs and private clients in Israel and abroad. Pension and insurance specialists, lawyers and retirement planning — working together on the whole picture, not on a single piece of it.
- 1974A family financial house since
- 9,000+Clients across the group
- Adv.An in-house law office
- IndependentWe work with every insurer and institution
The whole picture, not a single piece
Most families hold their wealth with advisers who never speak to one another: a bank, an investment house, an insurer, an accountant and a lawyer. We connect them into one plan — because the right pension decision depends on tax, the tax decision depends on the legal structure, and the legal decision depends on what the family wants to leave behind.
Finance & insurance
Pensions, insurance and savings across every institution, and one map of the family’s entire wealth.
- A single view of your wealth
- Pension, provident and study funds
- Life, health and general insurance
- Clearing-house analysis and fee comparison
Law
An in-house law office that drafts every document against the family’s whole picture.
- Contracts, including in English
- Wills, estates and trusts
- Intergenerational wealth transfer
- Lasting power of attorney
- Company structures and international legal support
Retirement & tax
Decisions you make only once — so we examine them from every angle.
- Timing of retirement and withdrawals
- Annuity versus lump sum
- Notional retirement (פרישה מדומה)
- Tax on withdrawals and fixing your rights
Seven disciplines, one plan
Each discipline stands on its own — the strength lies in how they connect.
A single view of your wealth
A complete map of your assets, savings and insurance, and coordination between every institution that holds them.
Learn moreRetirement planning
When to retire, annuity versus lump sum, notional retirement, tax on withdrawals and fixing your rights — the group’s professional core.
Learn morePensions, insurance and savings
Pension and general insurance, clearing-house analysis, fee comparisons and rights enquiries — with every institution.
Learn moreA bespoke plan
No off-the-shelf products. Every family receives a plan built around its structure, assets and goals.
Learn moreMoving capital to Israel
Guiding olim, returning residents and Israelis abroad in moving capital to Israel — including direct transfers into a savings policy.
Learn moreProperty management
Property in Israel, including remote management for non-residents: tenants, maintenance, collections and urban renewal.
Learn moreLegal services
Contracts (including in English), wills and trusts, intergenerational wealth transfer, lasting powers of attorney, company structures and international support.
Learn moreHow we work
Introductory meeting
A personal conversation: who is in the family, what you hold, where it is held and what matters to you.
Complete mapping
Every asset, saving, policy and legal structure — gathered into one clear document.
A bespoke plan
Legal, pension and tax steps that are coordinated with one another, with priorities and a timeline.
Ongoing stewardship
Implementation, monitoring and updating the plan as life changes — marriage, inheritance, the sale of a company or a move abroad.
Families with a complex picture
Our clients are not only local Israelis. They include olim, non-residents, dual citizens and entrepreneurs who operate across several countries.
Private clients and established families
Real estate, private companies, wills and trusts, tax structures — and one party that sees it all.
US citizens in Israel
Estate Tax, FBAR/FATCA and PFIC on Israeli instruments.
International and digital entrepreneurs
Companies abroad, digital assets, English-language contracts and corporate structure.
Olim and returning residents
Relocating capital, financial integration and rights.
Non-residents with assets in Israel
Remote property management, inheritance and legal services in Israel.
Retirees and those approaching retirement
Pensions, lump sums, tax on withdrawals and the timing of retirement.
A family that looks after families
Information about a family and its wealth is sensitive. We keep it under restricted access, and our lawyers are bound by professional confidentiality. We have been a family financial house since 1974 — and that is how we treat our clients.
“Most professionals see one piece of the picture. Our role is to see all of it — and to make every piece work together.”