The clients we work with
These profiles are not invented — they reflect the files we actually handle.
Private clients and established families
The situation: Multiple holdings: real estate, private companies, policies, wills and trusts, and tax structures accumulated over the years.
How we help: A single view of the wealth, a bespoke plan and ongoing guidance.
US citizens in Israel
The situation: Exposure to US tax rules on Israeli assets and instruments, and complex reporting requirements.
How we help: Mapping the exposure, choosing suitable financial products, and coordination with US accountants and lawyers.
International and digital entrepreneurs
The situation: Activity across several countries, companies abroad, digital assets and contracts in English.
How we help: International legal and financial support, corporate structure, and separating business wealth from family wealth.
Olim and returning residents
The situation: Savings abroad, the need to move capital to Israel, and a new pension, insurance and tax system.
How we help: Moving capital to Israel, financial integration and a review of the rights of olim and returning residents.
Non-residents with assets in Israel
The situation: Real estate in Israel, inheritances and assets that need to be managed remotely.
How we help: Managing the property on the ground, legal support in Israel and regular reporting.
Retirees and those approaching retirement
The situation: Retirement decisions that shape decades, some of them irreversible.
How we help: Legal, pension and tax retirement planning, coordinated with your will and lasting power of attorney.