Family Wealth Management and Intergenerational Transfer

דף הבית » Family Wealth Management and Intergenerational Transfer

Preserving Your Assets. Preserving Your Family — Across Generations and Borders.

Many families in Israel — and around the world — hold valuable assets such as apartments, investment properties, businesses, and companies.
But when the time comes to plan what will happen to those assets in the future, especially when family members live abroad or hold foreign citizenship, the legal, tax, and logistical complexities multiply.

Without structured and strategic planning, families may face unnecessary taxation, cross-border legal complications, inheritance disputes, or outcomes that don’t reflect their true intentions.

Holistic Legal Solutions – Tailored for Foreign Residents and New Immigrants

Adv. Asaf Arazi-Bitton, a graduate of the Intergenerational Wealth Transfer Program at BDO College, specializes in building integrated legal frameworks for families in Israel — with a focus on foreign residents, dual citizens, and new immigrants (Olim Hadashim).

Together with trusted financial advisors, tax experts, and international consultants, we carefully design the right structure to protect your assets, bridge cross-border challenges, and ensure that your family wealth is transferred smoothly and efficiently — exactly as you envisioned.

Our Services Include

Strategic intergenerational asset planning and legal risk management
Comprehensive consulting on Israeli real estate taxation
Drafting wills, prenuptial agreements, and enduring powers of attorney adapted for foreign residents and Israeli law
Creating a family covenant that reflects your values and provides long-term stability
Cross-border coordination with accountants and legal advisors abroad
Collaboration with multidisciplinary experts to ensure a holistic and strategic approach for every family

Sharing Cooperation To the extent Necessary With Experts From fields Different In order to Give Answer Holistic For planning The strategic The family.

Why Choose Us?

A unique combination of legal expertise and in-depth knowledge of real estate taxation
Extensive experience assisting families living abroad, foreign investors, and new immigrants
Personal, discreet, and sensitive guidance, respecting every family’s cultural and emotional dynamics
End-to-end support, from strategic planning to implementation and registration of rights in Israel

Family wealth management is not just an obligation – it’s an opportunity.

An opportunity to preserve your assets across generations, strengthen family ties, and ensure that the next generations enjoy the fruits of your success — in the best possible way.