The constantly increasing level of volatility in global markets requires families with significant assets to place a high priority on the task of wealth preservation.
We provide our clients with a wide range of plans and tools to achieve wealth preservation including: – Dynamic asset allocation – Tax planning, asset protection – Diversifying investments into different global markets – Investing in alternative vehicles with a low (or no) correlation to market volatility, while achieving attractive returns.
Wealthy families and individuals should allocate resources to protect their wealth from potential creditors and those who may wish to try to gain access.
It is extremely important to put in place a succession plan. The lack of this kind of plan could turn into a major risk for preserving the family’s net worth for future generations.
However, the process of implementing an agreed and coordinated family succession plan has the potential to create tension among family members.
Our service is aimed at developing a family legacy which serves as a motivator for the family members to successfully bridge the generation gap and work in harmony.
Exposure to various risks is inevitable in the uncertain and volatile environment in which we operate. The first stage in devising a risk management plan is to identify the specific risks which could impact the assets.
In many cases, the cost of completely avoiding a specific risk is prohibitive.
Therefore, our goal is to manage the risks in order to mitigate their impact.
Each one of us has a different level of risk aversion. Our aim is to manage the various risks in a way which ensures that they reflect the risk tolerance of each.
Tax planning is an important element in any financial plan and is applicable to almost everybody. However, it means different things to each person and family.
In implementing a tax plan, we aim to mitigate the impact of various applicable taxes either by avoiding exposure to a certain tax or by planning the timing of a tax liability. An effective tax plan may have a very significant impact on the returns of the assets portfolio and, in certain cases, is an important element in a wealth preservation plan.
In addition, any tax plan requires constant monitoring of legal and policy changes and analyzing their impact. We introduce our clients to leading international tax advisors who provide them with the appropriate legal opinion and cooperate with us in implementing the tax plan.
We manage our clients’ investment portfolio in house, except for real estate investments, where we work in conjunction with reputable and experienced managers in the field.
We invest in a wide range of financial vehicles traded in financial markets worldwide. We ensure that the risk level of each portfolio reflects the specific risk tolerance level and investment horizon of each investor.
Each investment portfolio we create and manage is tailor made. In addition to fixed income and equity type investments we have access to a wide range of alternative financial products with little or no correlation to market volatility.
We also offer investments in private equity. We are able to offer unique investments in high-tech companies at various stages beginning from start ups through to companies planning an IPO.
Studies have proven that asset allocation is accountable for more than 90% of a portfolio’s performance. As investors’ requirements change and market conditions vary – asset allocation needs to be adjusted.
Therefore we attribute significant importance to our dynamic asset allocation management which pulls together all the applicable services to our client.
In a low interest environment real estate investments may become more attractive.
This investment category also adds diversification to the portfolio of our clients’ assets.
We offer our clients a wide range of real estate investments which have different risk and return characteristics.
Since real estate investments require professional know how and a proven track record, we carefully select the entities with whom we cooperate when introducing real estate investments to our clients.
We offer our clients opportunities to invest in companies which belong to Israel’s growing high tech sector.
This private equity investment activity covers a wide range of companies in various fields and stages – from angel and early stage startups to more established companies.
Clients who wish to donate part of their wealth for philanthropic activities can benefit from our services.
We monitor this activity on an ongoing basis.
We assist our clients in making sure that their donations are channeled towards enhancing the goals and legacy of the family.
At the same time, we ensure they take advantage of the tax benefits available for philanthropic contributions.