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Private Clients & Wealth Management

Key Contacts

S. Horowitz leads Israel’s family wealth management practice, specializing in intergenerational wealth transfer, inheritance, trusts, and private clients. Our team has extensive experience advising high-net-worth individuals and wealthy families in this sensitive field.

We offer our clients comprehensive services (One Stop Shop) in global family wealth planning and management and intergenerational wealth transfer, providing creative and sophisticated legal and tax solutions tailored to their individual needs.

The department’s team advises numerous Israeli and international clients on various aspects of family wealth management, international tax planning (including estate tax) and trust management, ensuring efficient management of family wealth and its transfer to future generations. The service is performed in close cooperation with clients, identifying their personal needs and adapting the optimal structure through creative use of various legal tools and extensive experience in legal representation before various courts.

Core Capabilities

Intergenerational Transfer – Planning, Trusts and Wills: Planning asset transfers during life and after death, examining family relationships and asset scope to ensure the family’s wishes, values and needs are met
Family Wealth Management – Investment Structure Planning, Local and International Tax Structures: Asset protection, estate tax advice and tax structure optimization strategies
Establishment and Management of Trusts and Trust Asset Management Companies: Establishing and managing trusts and trust asset management companies
Wills: Drafting complex wills to ensure the testator’s wishes, arrange property transfer through inheritance and prevent disputes. We integrate additional legal tools such as trusts and enduring powers of attorney where appropriate
Estate Administration: Managing estates, including complex estates requiring expertise in inheritance law, corporate law, real estate and taxation.
Representation in Complex Family and Inheritance Disputes: Our legal team has extensive litigation experience, representing clients before various courts in complex inheritance disputes, including disputes regarding estates valued at tens and hundreds of millions of shekels, and family disputes involving companies and complex business activity
Agreements and Arrangements Between Heirs: Where advance intergenerational transfer arrangements were not made, we assist heirs in drafting estate distribution agreements and reaching settlements to ensure continued management and returns of family wealth, particularly regarding family businesses
Enduring Powers of Attorney, Legal Capacity and Guardianship: Preparing and advising on legal instruments, making unique adaptations to suit clients’ wishes and the scope and complexity of assets as part of comprehensive management and intergenerational transfer arrangements
Mediation and Arbitration: Managing and settling complex inheritance disputes through efficient, creative solutions while considering tax implications. Several lawyers from our firm also serve as leading mediators and arbitrators.
Philanthropy and Establishment of Foundations and Charitable Endowments: We have extensive experience accompanying donors to public benefit organizations, including complex donation agreements and establishing charitable trusts. We also represent recognized nonprofits and leading academic institutions

We understand the sensitivity and skill this field requires. Our department’s team, composed of lawyers with extensive expertise and reputation in the field, provides quality legal solutions tailored to clients’ needs.