The firm has a distinguished international reputation amongst the international professional community working in this boutique field, and operates as a “one stop shop”, providing the necessary advice and attending to all aspects of implementation on the structuring of family assets in the interest of asset protection and family wealth preservation.

The firm’s client offering extends to establishing trusts and foundations and the incorporation of foreign holding companies in a large range of territories, including companies which provide benefits under various tax conventions, and provision of corporate directorship and secretarial services through in-house foreign service companies. We also offer protector services in instances where clients require an additional layer of protection. We are also experienced in setting up private trust companies for families interested in such.

In addition the firm has access to fully regulated and licensed in-house foreign trust companies (Swiss and BVI) that can act as trustees of client’s trusts and which exclusively serve the clients of the firm. At the same time, the firm is able to take over the Trusteeship and administration of complex structures, and has vast experience in coordinating the migration of entities between jurisdictions.

Furthermore, the firm has a team of compliance officers who have extensive up to date knowledge and expertise in international banking regulations and due diligence requirements (with particular focus on Switzerland), who are proficient at successfully opening accounts with numerous private banking institutions in Israel and abroad for both private clients and trust structures, inter alia, through banking institutions with whom the firm works, the Family Office and the Swiss investment portfolio management company owned by the partners of the firm.