The firm's attorneys advise high net worth individuals and families, from Israel and from overseas, on various matters, including intergenerational transfer planning, gift planning and succession planning, and the creation of international trusts and of legal structures for asset protection from creditors, in selected jurisdictions and while taking into account every client's specific and complex needs.
In addition, the legal teams advise clients on the optimal manner in which to structure real estate investments, in Israel and overseas, while taking into account the legal and tax aspects of the real estate investments in the relevant jurisdiction.
The department's attorneys had accumulated significant expertise and experience in advising international clients who change their place of residence to Israel and advising Israeli clients who immigrate overseas, and consult on all legal aspects relating from the change of place of residence. The attorneys advise clients on all tax aspects relating to change of residence from one country to another, including compliance with tax regularizations in various countries and mainly in the U.S. and in Israel.
The firm's attorneys' expertise is strongly international and they provide comprehensive and global tax consulting, while maintaining strong work relations with attorneys from various jurisdictions and utilizing their expertise relating to individual tax issues, including ones relating to U.S. individual tax. The firm's attorneys who specialize in the field are members of STEP - The Society of Trust and Estate Practitioners, are certified by the Bar Associations in New York, Paris and Israel, and are fluent in several languages.