Aliya involves more than a change of residence.
It requires coordinating your financial, tax and legal structures across multiple jurisdictions to ensure clarity and continuity over time.

We advise families with assets in Israel and abroad, helping them plan and structure their wealth before and after Aliya.

Understanding the Tax Window

New and returning residents benefit from a 10-year exemption on non-Israeli income and capital gains.
This creates a planning opportunity — but the window closes quickly, and the framework changes sharply afterwards.

Once the exemption ends, Israeli residents are taxed on worldwide income and gains.
Effective planning must therefore anticipate the post–10-year horizon, not just the transition period.

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Our Approach

We take a global and coordinated view of your wealth.

We consider:

• Assets and accounts held abroad

• Business, real estate and investment structures

• Currency and liquidity needs

• Family members living in different countries

• Trusts, inheritance and succession matters

We work alongside your existing legal and tax advisors — or introduce experienced professionals where needed — to ensure that structuring, planning and execution are aligned.

Objective: Protect capital. Avoid unnecessary taxation. Maintain stability across generations.

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Common Situations We Support

• Relocating to Israel while maintaining assets overseas

• Parents living in Israel while children remain in Europe or the U.S.

• Business or real estate interests held in multiple jurisdictions

• Preparing portfolios before and after a liquidity event

• Planning for the end of the 10-year exemption period

• Coordinating wealth and inheritance planning across borders​

 

Languages & Cultural Experience

We advise in English, French and Hebrew.
We understand both the technical and cultural dimensions of Aliya, and the specific realities of families living between countries.