Seven core services
Each service is described by what it solves for the family — and each has its own page.
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 moreWhat comes up again and again in our files
Israel–US cross-border tax
Mapping the exposure of US citizens living in Israel — Estate Tax, FBAR/FATCA and PFIC on Israeli instruments — in coordination with US accountants.
Digital assets and VASPs
Legal support for digital-asset companies: contracts and international corporate structure.
Wills, estates and trusts
Including complex situations: foreign citizenship, assets in several countries, minors and trusts.
Company structures
Dividend versus salary, correcting prior years and coordination with the company’s accountant.
Collections and enforcement
Enforcing rent arrears, promissory notes and guarantees.
Urban renewal
Demolition-and-rebuild projects, the rights of elderly tenants and reviewing the consideration offered.