Good wealth management – the type that you want, of course – is about two things. Understanding money – markets, investment structures, tax, protection, risk etc. And understanding you.

The first is fairly useless without the second. You need someone who takes the time, and has the insight, to fully understand who you are, what’s going on in your life now, and guide you to thinking about the longer term too.

Our expertise in both onshore and offshore financial structuring means you get the best fit for your medium and long term financial well-being.

Then you need someone with the expertise to take that information and come up with a financial plan that draws on the full range of options.

If you’ve been putting off getting your financial planning in order, or would just like a fresh take, we can be the wealth manager you need. A conversation with us could be very fruitful. You can start that here.

You can also meet us in person at upcoming events at Laniado Hospital in Israel and the Mizrachi UK Weekend of Inspiration, where we're delighted to be sponsors. To download a copy of the special brochure we have created for these events, click here.