Private clients, trusts and estates

Achieving success in trust, estate planning and wealth management is only achieved through a proactive, hands-on and clear engagement with private clients. Our Department supports high-net-worth individuals, families and business owners with crafting their particular wealth management objectives, ensuring succession for future generations.

Monitoring current trends and tracking all regulation, we provide sophisticated legal services to Israeli and foreign clients alike in all matters related to the local and overseas management of private and family wealth and assets. Spanning multiple disciplines, we advise on the complementary areas required to effectively manage trusts, including commercial law, real estate law, taxation law, property law, intellectual property law, investments, financing and more.

In light of our vast experience and the reputation built up over many years, we have attracted a roster of high net worth clients from all parts of the world, especially from Western Europe, the United States and Latin America, who wish to efficiently, discreetly and fruitfully manage their assets, as well as to make sure that the property will remain under family.

For the past ten years, the international ranking guide, CityWealth, has ranked Adv. Pines, Head of our Department, as one of Israel’s most prominent attorneys in this field. Within a diverse practice, for example, he serves as trustee of numerous Israeli and foreign trusts alike, including trusts whose beneficiaries are U.S. persons for tax purposes. In this context, we manage and supervise preservation of the trust’s assets on an ongoing basis, while also providing advice on potential investments and legal matters that are integral to the process.

Due to the changing nature of market requirements in the modern world, our team frequently connects with cutting-edge professional advisers in Israel and abroad, including attorneys, tax consultants, real estate consultants, investment houses, wealth and asset managers and accountants in order to ensure the most informed and up-to-speed advice as our clients look to best assess and manage their wealth and personal assets.