Private Clients

The Private Clients Department provides extensive and comprehensive legal services to high net worth clients, including individuals and families, trustees, family offices, international financial institutions, executors, heirs and guardians.

The Department renders its services tailored to fir the specific needs of its clients, and will accompany its clients in all of their business dealings, including real estate transactions, corporate matters, securities as well as contentions matters. The Private Client Department has a broad network of advisors, trustees and foreign bankers, scattered around the world (both in offshore and onshore jurisdictions) from which it can call upon, when the need arises.

In addition, the Private Client Department, together with the Tax Department, will provide advice and international planning for individuals, trusts and estates, including new immigrants, "returning citizens" and individuals of different nationalities.

Among other issues, the Department's team has handled the following matters:

  • Advice regarding family wealth preservation and overall planning thereof; planning, establishment and administration of trusts, asset protection, asset transfers and contingency planning. 
  • Advice regarding family businesses and corporations, including formulating and executing complex restructuring thereof and formulating "family governance";
  • Multinational estate planning, including preparation of wills, probate orders, revocable and irrevocable trusts and foundations;
  • Rendering advice to Israeli and foreign financial institutions, including with respect to asset management and investment advise provided to Israeli residents.
  • Advice with respect to pre-nuptial agreements and monetary rights of spouses and civil partners.