Our firm serves as the Israeli representative of the international accounting firm PKF, which is one of the ten largest global accounting chains in the world.
Our firm centralizes for its private clients the connection to a verity of financial manufacturers, such as: Banks, investment firms, hedge funds and investment funds.
Upon request, our team will formulate a comprehensive/ intergenerational investment strategy. Cooperating with legal experts on behalf of the clients or on our behalf when legal matters are to be discussed, such as: Wills, Estates and Prenuptial Agreements.
In addition, we offer the possibility of managing philanthropic activities.
Our firm manages family properties from a long-term perspective while striving to preserve them for future generations.
This service is conducted in a format of a company that provides “headquarters services”.
With our help, capital owners can manage their assets in a professional and orderly manner, just as in an investment company or in an institutional investor.
The representative of our firm in this regard is the client’s confidant and the interpersonal relationship is highly important. We help in defining personal and family goals and strategies which require us to be involved in the most sensitive issues, such as the transfer of intergenerational capital and the easing of family tensions on financial grounds.