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Aliya & Cross-Border Wealth Structuring

Wealth Management for New and Returning Israeli Residents

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Aliya involves far more than a change of residence.
It is a complex financial, legal and family transition that requires careful coordination across multiple jurisdictions to preserve clarity, continuity and long-term stability. At Lucid Investments, we advise international families, entrepreneurs and senior executives with assets in Israel and abroad, supporting them in structuring their wealth before and after Aliya — with a global, disciplined and long-term perspective.

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Our work with families making Aliya is guided by a disciplined, long-term investment framework inspired by Swiss private banking standards, with a strong emphasis on capital preservation, stability, and cross-border coherence.
 

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A Wealth Transition, Not an Administrative Process

Aliya impacts far more than tax status or banking arrangements.
It affects:

  • The structure of global assets and investments

  • The allocation of wealth across countries and generations

  • Family governance and succession planning

  • Long-term financial resilience

Our role is not to provide isolated solutions, but to orchestrate key financial decisions within a coherent international framework.

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Understanding the Tax Window for New Residents

New and returning Israeli residents benefit from a 10-year tax exemption on foreign-source income and capital gains.

This period creates a significant planning opportunity, but it is finite and requires foresight.
Once the exemption ends, Israeli residents are subject to taxation on worldwide income and gains, often leading to structural changes if not anticipated in advance.

Effective planning therefore focuses not only on the transition itself, but on the post–10-year horizon.

We do not provide tax advice.
We work in close coordination with qualified tax and legal professionals to ensure structural coherence and informed decision-making.

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Our Approach: Global, Coordinated and Independent

We take a consolidated view of your international wealth, considering financial, legal and family dimensions together.

Our work typically includes:

  • Mapping assets and accounts held across jurisdictions

  • Reviewing business, real estate and investment structures

  • Assessing liquidity, currency and risk considerations

  • Coordinating planning for family members living in different countries

  • Aligning trust, inheritance and succession structures

We work alongside your existing advisors — or introduce experienced professionals when needed — to ensure that planning, structuring and execution remain aligned.

Objective: preserve capital, reduce unnecessary complexity, and maintain stability across generations.

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Common Situations We Support

We frequently advise families facing situations such as:

  • Relocating to Israel while maintaining assets overseas

  • Parents living in Israel while children remain in Europe or the United States

  • Business or real estate interests held in multiple jurisdictions

  • Preparing portfolios before or after a liquidity event

  • Anticipating the end of the 10-year tax exemption period

  • Coordinating wealth and inheritance planning across borders

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Languages & Cultural Experience

We advise in English, French and Hebrew.

Beyond technical expertise, we understand the cultural, family and practical dimensions of Aliya, as well as the realities of families whose lives and assets span multiple countries.

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Next Steps

We welcome a confidential discussion to review your situation and identify a structured approach aligned with your Aliya project and long-term objectives.

Please feel free to schedule a zoom session with us

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