The preservation and management of wealth can be highly complex and time-consuming. It requires personal commitment and can involve experts in the areas of investment management, tax and estate planning, insurance, law, banking and custodian services, who are often located in different parts of the world. Ideally, they all have to be in seamless coordination, but that is no simple matter.
The optimum solution to this problem is having one central point of administration, one address that offers all the services under one roof and that is located in a reputable and tax neutral environment.
Leumi is able to provide such Family Office services through its facility Leumi Overseas Trust Corporation Limited. Catering particularly to clients with a long-term vision, wishing to preserve their family’s wealth from one generation to the next, the Leumi Family Office provides an integrated wealth management service that organises and protects a family's global assets.
The development of long-term relationships with clients, their families and such beneficiaries as may be designated, lies at the heart of our philosophy. Confidential and international in perspective, our expert team of professionals will identify clients’ objectives and find the optimum solution to achieve their financial and wealth planning objectives.
Whether the goal is to provide an orderly transfer of assets to future generations, to maximise returns by investing within a low-tax structure, or to create a focal point for the administration of assets, the Leumi Family Office can assist in establishing and managing the most appropriate holding structure.
