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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:


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

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:


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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