WEALTH PLANNING
Wealth planning is not only about managing investments.
It is about understanding your family’s goals, values and long-term intentions — and ensuring that financial decisions support them over time.
We take a global, integrated view of your financial landscape, considering personal, family and business dynamics, as well as the legal and tax environments that apply to you.
We do not provide legal or tax advice.
Instead, we work closely and proactively with your existing advisors — or introduce trusted, experienced professionals where needed — so that planning, structuring and execution are coordinated efficiently.
We support matters such as relocation and cross-border considerations, including Aliyah, philanthropy, and family governance.
Our role is to ensure that each decision and structure aligns with your broader objectives and long-term continuity.
Thoughtful wealth planning provides clarity, strengthens family decision-making, and helps ensure the smooth and intentional transfer of wealth across generations.
SUPPORTING GOVERNANCE AND FAMILY CONTINUITY
We act in the exclusive interest of our clients, ensuring that decisions are thoughtful, well-structured and aligned with long-term intentions.
We work closely with legal counsels — or introduce experienced professionals when needed — to help coordinate the preparation of wills, pre-nuptial agreements and other governance frameworks.
Our role is to bring clarity, continuity and organization to the process, so that plans are understood, communicated and implemented smoothly across the family.
WORKING WITH ENTREPRENEURS
We have worked with entrepreneurs through many market cycles over the past 20 years, across different stages of creation, growth, liquidity and transition.
This experience enables us to understand not only the financial complexities involved, but also the personal dynamics that accompany concentrated wealth.
The technology and innovation environment can change rapidly, and much of an entrepreneur’s wealth may remain illiquid for extended periods.
In these situations, it is essential to diversify risks, protect core capital and plan for long-term stability.
Entrepreneurs also have needs that differ significantly from those of corporate executives — including business structuring, liquidity planning, equity compensation considerations, succession issues and cross-border mobility.
We coordinate closely with your existing advisors, or introduce experienced professionals when needed, to ensure that decisions are considered, aligned and implemented smoothly.
Our role is to reduce complexity, help you focus your time on what matters most, and ensure that financial decisions support both your business and your family’s future.