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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. Antitrust, Litigation, Private Clients

Private client law is by definition personal.

In many cases in Israel it contains an international dimension as well. These two facets – “personal” and “international” – run through much of what we do: the desire to provide a truly personal, customized level of client service with the international “worldview” that has always been at the heart of the firm.

 

Consequently, we are well-suited for any kind of private client work; for high-net-worth individuals, their families, trustees and guardians, whether they live in Israel or abroad.

 

We bring expertise in real estate, tax planning, formation of trust companies, and resolution of family succession disputes. Typically, we advise on how to protect and transfer family wealth, how to structure family holdings, and how to prepare wills and pre-nuptial agreements.

News and updates - Private Clients:


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.

 

December 30, 2018

Article on Inheritance Disputes: "About Life and a Little about Death"

Adv. Liat Keisary, a partner in the Private Clients Department, published an article on the Calcalist Dun's 100 website about inheritance disputes, wills, and estates.

Private Clients

Private client law is by definition personal.

In many cases in Israel it contains an international dimension as well. These two facets – “personal” and “international” – run through much of what we do: the desire to provide a truly personal, customized level of client service with the international “worldview” that has always been at the heart of the firm.

 

Consequently, we are well-suited for any kind of private client work; for high-net-worth individuals, their families, trustees and guardians, whether they live in Israel or abroad.

 

We bring expertise in real estate, tax planning, formation of trust companies, and resolution of family succession disputes. Typically, we advise on how to protect and transfer family wealth, how to structure family holdings, and how to prepare wills and pre-nuptial agreements.

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. Antitrust, Litigation, Private Clients

News and updates - Private Clients:


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.

 

December 30, 2018

Article on Inheritance Disputes: "About Life and a Little about Death"

Adv. Liat Keisary, a partner in the Private Clients Department, published an article on the Calcalist Dun's 100 website about inheritance disputes, wills, and estates.

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