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.
We serve as the Trust “Protector”, a service dedicated to providing security to the settlors of the trust fund and its beneficiaries.
Trust Protector service in private trusts
This is an essential position, for the existence and sustaining of a trust of any kind.
In this role, we are appointed on behalf of both the settlor and the beneficiaries of the trust, to supervise all the trustee’s actions, to ensure that all the conditions are fulfilled and maintained and all the actions for which the trust was established for are executed.
This function mainly includes financial control over the activities carried out in the trust, supervision of the manner in which the funds and assets are managed, their distribution from time to time, and any other relevant action.
Managing Partner services for investment partnerships
Our firm provides a service of a managing partner in limited partnerships such as a “Blocker”. This service includes all the necessary administrative actions for a managing partner, such as: Filing of foreign tax reports, supervision in foreign banks activity, execution of money transfers, and handling all regulatory, reporting and compliance issues for investment partnerships.
Director services, including business supervision for investors
We professionally accompany and supervise real investments in Israel and abroad on behalf of the controlling shareholders, through the appointment of our representatives as directors and officers in the various corporations, in which their investments are conducted.