ELEPHANTFAMILY OFFICE
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Introductory questionnaire

Let us get to know you

A few minutes of general questions, so that we come to the first meeting prepared. No documents or account numbers are needed.

The information is used only to prepare for the meeting and is kept under restricted access. All fields except name and phone are optional.

Personal details
Citizenship
Family
Assets
Which assets are relevant? (select all that apply)
What matters to you
What should we focus on? (select all that apply)

Let us get acquainted.

A personal meeting at our office, by video or by phone, by appointment. We speak your language: Hebrew, English, Russian, French, Arabic, Spanish, Amharic and more.

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