Private Clients, Capital Management & Trusts
Eitan, Mehulal Sadot’s Private Clients, Wealth Management & Trusts Department offers legal services to individuals and families, non-profit organizations, trusts and family offices in Israel and all over the world.
Individuals and families with accumulated wealth have unique needs, resulting from their high business profile, reputation and public interest. The department provides a precise, discrete and quick response to diverse needs and concerns, while also incorporating strategic long-term planning. In 2017, the department was ranked by both DUN’S and BDI as a leading service provider.
Devoted Service to Private Clients
The department handles a variety of personal, commercial and business aspects concerning high-net-worth individuals and families, including personal, family and business asset planning and management. The department partners’ tax background is essential in providing clients with strategic international tax planning and consultation. Many of the department’s clients are philanthropists; the legal team assists them in planning and implementing a smart social outreach strategy, including establishing and managing planned and dedicated giving initiatives, non-profit organizations and more.
Smart & Proficient Wealth Management
Personal & family asset protection is accomplished via proficient, smart and up-to-date wealth management. The department’s attorneys are experts in planning and arranging inter-generational asset transference, including estate planning and management, strategic planning pertaining to inheritance tax, pre-nuptial agreement drafting and more – all in accordance with financial regulations (FATCA, CRS, etc.).
An Expertise in Trusts
Trusts are an efficient solution to many issues involving taxation and inter-generational wealth transference. Our department’s partners are experts in planning, establishing and managing Israeli, foreign and international trusts, including private trust companies.
The department partners’ vast knowledge and experience allow them to provide a wide range of solutions tailored to the unique needs of individuals and families, in accordance with dynamic 21st century lifestyles. Department Partner Nataly Davidai is a member of STEP – The Society of Trust & Estate Practitioners.