Services

Wealth Management & Private Banking

At UHY CAPITAL, we provide structuring services tailored to high-net-worth individuals, families, and corporate stakeholders. Our approach combines strategic planning, cross-border expertise, and access to global financial platforms within a single, coordinated framework.

Strategic capabilities

Built for complexity. Delivered as one framework.

01

International Tax Planning

We provide strategic international tax planning tailored to individuals, families, and corporations operating across multiple jurisdictions. Our approach combines efficiency, compliance, and long-term structuring considerations within a coordinated global framework.

02

Wealth Transfer, Succession & Estate Planning

We design long-term succession strategies focused on the orderly transfer of wealth, governance, and family continuity while balancing financial, legal, and cross-border considerations.

03

Trust Establishment & Administration

We assist clients in establishing and managing trust structures designed to preserve wealth, support succession planning, and enhance long-term financial continuity across generations and jurisdictions.

04

Structured Equity Products

We provide access to structured equity solutions tailored to sophisticated investors seeking customized exposure, risk management, and diversified investment opportunities beyond traditional market instruments.

05

Financial Asset Protection & Structuring

We develop sophisticated asset protection structures aimed at preserving wealth, mitigating exposure, and maintaining financial control within complex domestic and international environments.

06

Strategic Partnerships with Leading Institutional Entities

Through strategic relationships with leading financial institutions in Israel and abroad, we provide clients with access to advanced investment opportunities, banking solutions, and institutional-level financial capabilities.

01

A Coordinated Approach

All services are delivered as part of an integrated framework, ensuring alignment between structuring, investments, tax considerations and risk management.

02

Built Around Dynamism

We support clients with multi-jurisdictional assets, complex ownership structures, and long-term strategic considerations.

Qualified clients

Let's build what matters.

Schedule a private consultation with our team. This service is intended for qualified clients only.

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This service is intended for qualified clients only, as defined under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995.