The Company engages in the provision of Family Office Services for families with financial wealth. The service includes managing all of the family’s assets in Israel and abroad, control and risk management of the client’s assets, management and personal financial accompaniment tailored to the structure and purposes of the overall private and family capital.
The service package includes financial services and a range of additional services: Pension consultancy, international taxation, inter-generational transfer of wealth, trust and escrow services, activities in real assets and credit provided through leading entities in their respective fields.