top of page
Our Services
We help entrepreneurs, families, trustees and private companies with their investments. We provide independent advice based on established research methods, and our experts have in-depth sector knowledge in Family Office services and Wealth Management. We strive to give expert advice and support based on our financial expertise and strong client focus.
DEFINE SHORT TERM AND LONG TERM INVESTMENT STRATEGY
REPRESENT CLIENTS AND MANAGE NEGOTIATIONS WITH FINANCIAL INSTITUTIONS
PROVIDE FULL AND CLEAR PICTURE OF CONSOLIDATED INVESTMENTS
ADVISE AND SUPERVISE THE IMPLEMENTATION OF THE INVESTMENT STRATEGY
STRUCTURING THE NECESSARY GOVERNANCE WITH LAWYERS, ACCOUNTANTS AND OTHER PROFESSIONALS
GUIDANCE REGARDING TAX AND BUSINESS LAWS
1 hr
220 Israeli new shekels1 hr
150 Israeli new shekels1 hr
170 Israeli new shekels
bottom of page