Services · Wealth Management
At UHY CAPITAL we provide bespoke financial planning solutions for high-net-worth individuals, families and corporations who meet the qualified-client criteria under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 (the "Advisory Law"). Our approach integrates investment strategy, financial planning and capital structuring within a comprehensive, coordinated framework that seeks to preserve, grow and transfer capital across generations.
We provide access to a diverse range of investment funds in Israel and worldwide, tailoring the investment strategy to each client's objectives, risk profile and capital structure. The emphasis is on diversification, risk management and a long-term perspective.
Through relationships with leading financial institutions, we enable exposure to advanced investment opportunities in private and institutional markets.
We provide access to hedge funds and alternative investment solutions. These solutions enable strategic diversification and exposure to advanced risk-and-return management models.
Investment structures are selected according to the client's needs, the market environment and the objectives of capital preservation and growth.
We guide wealth families in planning and establishing private investment structures that enable the consolidation, management and continuity of financial assets across generations.
These structures provide control, flexibility and alignment between the family's needs, the investment strategy and overall capital planning.
We provide access to equity-based structured financial products, tailored to investors seeking customised exposure, diversification and advanced risk management.
These solutions enable the construction of flexible investment strategies beyond traditional market instruments, aligned with the client's capital structure and objectives.
We guide clients in planning tailored financial solutions, including examining the integration of structured products as part of the asset-protection framework. In this context, we may collaborate with banks and financial institutions to design a structured product suited to the client's needs, with the aim of supporting capital preservation, reducing exposures and maintaining financial flexibility and control within a complex domestic and international environment.
We guide wealth families in the comprehensive management and coordination of financial assets, holding structures and intergenerational activity.
The goal is to create an orderly, transparent and coordinated system that supports financial stability and long-term continuity.
We assist in planning family continuity and the transfer of capital between generations, while safeguarding family interests, the financial structure and the future stability of the assets.
The process is tailored to each client's family, business and international complexity.
We design long-term strategies for wealth transfer, inheritance management and the preservation of family capital in an efficient, organised and controlled manner.
The solutions integrate financial, legal and international aspects as part of a comprehensive capital architecture.
We provide insurance and pension solutions through our in-house agency as part of broad financial planning, aligned with the client's capital structure, exposures and long-term objectives.
The approach focuses on creating a stable framework that combines financial protection with personal and family continuity planning.
We guide clients in strategic retirement planning, including through our in-house agency, enabling the preservation of quality of life, financial stability and the sound management of capital over time.
The planning integrates investment structures, future needs and cash-flow planning as part of a holistic view of family capital.
We provide dedicated insurance solutions to protect directors, controlling shareholders and officers from complex exposures and risks.
These solutions are built according to the structure of operations, the regulatory environment and the level of exposure of the client or corporation, including through our in-house agency.
Through the group's accountants, we provide international tax-planning solutions for individuals, families and corporations operating across multiple jurisdictions.
The approach combines tax efficiency, regulatory compliance and long-term planning within a coordinated global financial structure.
Through strategic relationships with leading financial institutions in Israel and worldwide, we provide our clients with access to investment opportunities, banking solutions and institutional-grade financial capabilities.
These collaborations expand the range of options and enable advanced solutions tailored to the client's needs.
Wealth Management
Discuss your family's structure with a partner, in confidence.
Contact ←This service is intended for qualified clients only, as defined under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995.
