Private Clients, Trusts and Intergenerational Transfer

The firm provides discrete, comprehensive legal counsel to private clients, advising on a range of financial, commercial and personal matters. Our attorneys advise HNW individuals and families, from Israel and from other countries across the globe, on various matters, including intergenerational transfer planning, gift planning and succession planning, philanthropy, immigration, preparing and issuing durable power of attorney, and more.

Our legal teams’ expertise has a strong international emphasis, providing global tax counsel and maintaining strong work relations with attorneys from various jurisdictions worldwide. Among others, our expert attorneys specialize in the creation of international trusts and legal structures for asset protection in selected jurisdictions, while considering every client’s specific and complex needs.

Many of our clients have complex business interests with assets held across the globe, often making use of trusts, foundations or family offices. As a full-service firm with offices in Switzerland and Israel, we provide our private clients with both local and cross border legal services, tailored to the client’s needs. Services provided pertain to family and inheritance law, taxation, corporate law, commercial law, real estate, capital markets, intellectual property, investment funds, trusts, arbitration and mediation, litigation, restructuring, regulation, philanthropic matters, and more.

The firm’s Zurich Branch provides legal services for families, individuals and financial institutions in a wide array of tax and other matters, including trusts and foundations, intergenerational transfer planning, international tax planning for family wealth, insurance, philanthropy, financial regulation, immigration and more.

Our presence in Zurich, Switzerland, one of the world’s most important hubs for financial services and technology, further strengthens our capabilities to advise clients across the globe on Israel related legal and tax matters, as well as advise international clients on cross-border issues and represent their interests outside of Israel.

Our Swiss Branch provides clients, including private clients, entrepreneurs, international families, corporations and financial institutions, with ongoing counsel on assets and structures held or managed by the families themselves, local and multinational banks, family offices, asset managers or trust companies.

Our Swiss Branch serves as a gateway to Israel for Swiss and international clients. With our broad know-how and experience in advising clients on Israeli legal aspects (regulatory, tax, corporate, real estate and more), we are the go-to firm for any Israel related matters.

Our attorneys also possess extensive experience in advising Israeli HNW individuals and families in all their cross-border matters and projects in Switzerland and across Europe. Our large and diverse Swiss and international network, alongside our unique expertise, legal and cultural know-how, position us as a market leader in the Israel-Europe track.

"Recognised as a leading firm for wealth transfer and tax planning among multi-generational families."

Chambers & Partners HNW | 2020

"They are major players for private client matters and also private tax work - they have a significant presence in the market."

Chambers & Partners HNW | 2020

"Has a strong team advising on a comprehensive range of private client matters for domestic and international clients. These include trusts, succession planning and tax services."

Chambers & Partners HNW | 2019

"Their clients are prominent families who would have their choice of advisers, so the fact they choose this firm speaks volumes for its place in the Israeli market."

Chambers & Partners HNW | 2018

"They are responsive, they roll up their sleeves and get dug in. They have the intellectual capacity to give good advice."

Chambers & Partners HNW | 2017