01Capital Raising, IPOs & Corporate Equity
We guide companies, shareholders and entrepreneurs through private and public capital raisings, equity transactions and IPO processes in local and international markets. The service includes strategic planning, transaction structuring and coordination with relevant professional financial institutions.
Our approach combines broad financial vision with precise execution, to enable growth, liquidity and the expansion of business activity in a competitive, global environment.
02Trust Establishment & Administration
We provide guidance in establishing and administering trust structures for wealth families, asset holders and international clients, as part of long-term capital planning and intergenerational continuity.
These structures are designed to support capital preservation, asset protection, privacy and the orderly transfer of wealth across generations and jurisdictions.
03International Banking & Foreign Bank Accounts
Through relationships with leading financial institutions in Israel and abroad, we help our clients access international banking systems and explore tailored private-banking structures.
The service includes guidance through the process of opening accounts at foreign banks, cross-border financial coordination and access to banking solutions via the relevant financial institutions, in line with the client's capital structure and global activity.
04Financing, Credit & Corporate Debt
We guide clients in identifying and evaluating financing and credit solutions tailored to high-net-worth individuals, families and companies, through relevant financial institutions in Israel and worldwide.
The service may include examining private credit structures, asset financing, liquidity solutions and strategic financial planning, tailored to the client's financial complexity and long-term needs.
05Representation & Advisory for Wealth Families, Israel & Abroad
We support wealth families and international clients in their activities in Israel and on the global stage, providing a comprehensive framework that includes financial coordination, institutional connectivity and ongoing strategic guidance.
The service is tailored to families operating across multiple jurisdictions who require a high level of discretion, meticulous planning and coordinated management of complex financial and family activity.
