The firm provides international tax planning services for private clients and multi-national families in particular, but also for international corporations. Together with the tax planning services, the firm is one of the most well established firms in Israel, with rich experience in planning, preservation and protection of assets and private wealth. The unique team in the firm specializes in the establishment of family trusts and their management, with an emphasis on international planning for families with beneficiaries in various jurisdictions. When there is a need for consultation with local advisors in the various countries, the firm has a network of advisors and corresponds with international entities on tax matters, inter alia by virtue of the fact that the firm is a member of the International Tax Planning Society and International Bar Association.
Thus, for example, a family which is spread out throughout the world with assets in various jurisdictions, is able to receive all the accompanying and required advice for the setting up of the appropriate family structure, providing them with the required protection to preserve the family wealth and the protect the assets, but also, and no less importantly, complying with the various tax and regulatory requirements in the various related countries.
Of course, the firm’s staff always places an emphasis on understanding the requirements of the family, learning to know the internal relations, the desire or need to maintain the family wealth for the future generations, and giving attention to thinking ahead for the next generations, with a sensitivity and understanding of the family’s needs to receive personal and discreet services.