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Together is global

Together is global

Private Clients

Key partner

P. Capital Markets, Corporate, Kibbutz Sector, Private Clients, Technology

Key partner

P. Banking & Finance, Corporate, Infrastructure & Project Finance, Private Clients

Key partner

P. Competition Law and Antitrust, Litigation, Private Clients

Our firm boasts an esteemed reputation in the field of private clients, thanks to the practical application of both the “personal” and the “international” in our work.

Personal client service – We know family businesses face complex issues in several areas. Families with business assets or private assets, as well as HNW families, must consider not only the present but also the future, to ensure the continued success of the business.

 

Our firm provides advice on the protection and transfer of family wealth, the structuring of family holdings, and the preparation of wills and prenuptial agreements. Our partners provide a truly personal and customized level of client service.

 

In the field of family real estate planning and management, we advise on the purchase or sale of real estate throughout all stages, including customized tax planning for each transaction, negotiations, the transfer of rights, and asset management.

 

We also advise on real estate planning, taxation, establishing trusts, and resolving estate-related disputes.

 

When necessary, we accompany our clients in legal proceedings related to private or family business disputes.

 

Our clients include businesspersons, local and foreign HNW individuals and their families, trustees, guardians, family offices, and local and foreign banks.

 

The clients who entrust us with these matters know their affairs are handled not only with maximum professionalism but also with the proper sensitivity.

News and updates - Private Clients:


November 6, 2019

Lawsuit against Liquidating Company of Bank of North America

Our firm is representing private clients in a lawsuit against the liquidating company of the Bank of North America (disbanded in 1985), as well as against the administrator general and official receiver. The lawsuit concerns trust funds deposited in the bank by the deceased father of the family. The clients are represented by Advs. Zohar Lande, Noa Havdala, and Shachar Rothschild of our Litigation Department.

July 31, 2019

Dramatic Decision on the Taxation of Trusts in Israel

The Tel Aviv District Court handed down a decision a few days ago rejecting the Israel Tax Authority’s (ITA) position on the conveyance of real estate properties to trusts. This decision dramatically changes the taxation of trusts in Israel.

July 28, 2019

Precedential Ruling on Taxation of Real Estate Conveyance to Trusts

Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.

 

Private Clients

Our firm boasts an esteemed reputation in the field of private clients, thanks to the practical application of both the “personal” and the “international” in our work.

Personal client service – We know family businesses face complex issues in several areas. Families with business assets or private assets, as well as HNW families, must consider not only the present but also the future, to ensure the continued success of the business.

 

Our firm provides advice on the protection and transfer of family wealth, the structuring of family holdings, and the preparation of wills and prenuptial agreements. Our partners provide a truly personal and customized level of client service.

 

In the field of family real estate planning and management, we advise on the purchase or sale of real estate throughout all stages, including customized tax planning for each transaction, negotiations, the transfer of rights, and asset management.

 

We also advise on real estate planning, taxation, establishing trusts, and resolving estate-related disputes.

 

When necessary, we accompany our clients in legal proceedings related to private or family business disputes.

 

Our clients include businesspersons, local and foreign HNW individuals and their families, trustees, guardians, family offices, and local and foreign banks.

 

The clients who entrust us with these matters know their affairs are handled not only with maximum professionalism but also with the proper sensitivity.

Key partner

P. Capital Markets, Corporate, Kibbutz Sector, Private Clients, Technology

Key partner

P. Banking & Finance, Corporate, Infrastructure & Project Finance, Private Clients

Key partner

P. Competition Law and Antitrust, Litigation, Private Clients

News and updates - Private Clients:


November 6, 2019

Lawsuit against Liquidating Company of Bank of North America

Our firm is representing private clients in a lawsuit against the liquidating company of the Bank of North America (disbanded in 1985), as well as against the administrator general and official receiver. The lawsuit concerns trust funds deposited in the bank by the deceased father of the family. The clients are represented by Advs. Zohar Lande, Noa Havdala, and Shachar Rothschild of our Litigation Department.

July 31, 2019

Dramatic Decision on the Taxation of Trusts in Israel

The Tel Aviv District Court handed down a decision a few days ago rejecting the Israel Tax Authority’s (ITA) position on the conveyance of real estate properties to trusts. This decision dramatically changes the taxation of trusts in Israel.

July 28, 2019

Precedential Ruling on Taxation of Real Estate Conveyance to Trusts

Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.

 

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